BMSFX Mutual Fund

BMSFX Mutual Fund

NAV$17.51
See how much of BMSFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.56%
3 Months
-3.62%
6 Months
+14.11%
YTD
+13.43%
1 Year
+12.89%
3 Years (annualized)
+18.00%
5 Years (annualized)
+10.14%
10 Years (annualized)
+12.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMSFX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+13.43%
Peer Avg (YTD)
+6.72%
vs Peers
+6.71%

BMSFX Mutual Fund Performance

BMSFX performance across multiple time periods: 1-month -3.56%, YTD 13.43%, 1-year 12.89%, 3-year 18.00%, 5-year 10.14%, 10-year 12.03%.

BMSFX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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