BMSDX Mutual Fund

BMSDX Mutual Fund

NAV$17.01
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Returns Overview

1 Month
-3.55%
3 Months
-3.77%
6 Months
+13.72%
YTD
+12.87%
1 Year
+12.08%
3 Years (annualized)
+17.09%
5 Years (annualized)
+9.30%
10 Years (annualized)
+11.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMSDX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+12.87%
Peer Avg (YTD)
+6.72%
vs Peers
+6.14%

BMSDX Mutual Fund Performance

BMSDX performance across multiple time periods: 1-month -3.55%, YTD 12.87%, 1-year 12.08%, 3-year 17.09%, 5-year 9.30%, 10-year 11.18%.

BMSDX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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