BMRRX Mutual Fund

BMRRX Mutual Fund

NAV$24.23
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Returns Overview

1 Month
-2.04%
3 Months
-10.51%
6 Months
+8.21%
YTD
+1.66%
1 Year
-2.35%
3 Years (annualized)
+8.23%
5 Years (annualized)
-1.83%
10 Years (annualized)
+10.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMRRX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+1.66%
Peer Avg (YTD)
+6.72%
vs Peers
-5.06%

BMRRX Mutual Fund Performance

BMRRX performance across multiple time periods: 1-month -2.04%, YTD 1.66%, 1-year -2.35%, 3-year 8.23%, 5-year -1.83%, 10-year 10.94%.

BMRRX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

BMRRX vs another fund shows side-by-side returns. BMRRX alternatives are available in the Mutual Fund Screener.