BMSIX Mutual Fund

BMSIX Mutual Fund

NAV$8.73
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Returns Overview

1 Month
-1.73%
3 Months
-1.67%
6 Months
-0.22%
YTD
-0.93%
1 Year
+0.45%
3 Years (annualized)
+6.38%
5 Years (annualized)
+1.91%
10 Years (annualized)
+3.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMSIX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-0.93%
Peer Avg (YTD)
+0.50%
vs Peers
-1.43%

BMSIX Mutual Fund Performance

BMSIX performance across multiple time periods: 1-month -1.73%, YTD -0.93%, 1-year 0.45%, 3-year 6.38%, 5-year 1.91%, 10-year 3.66%.

BMSIX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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