BMSLX Mutual Fund

BMSLX Mutual Fund

NAV$17.44
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Returns Overview

1 Month
-3.52%
3 Months
-3.52%
6 Months
+14.26%
YTD
+13.65%
1 Year
+13.21%
3 Years (annualized)
+18.28%
5 Years (annualized)
+10.41%
10 Years (annualized)
+12.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMSLX 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)
+13.65%
Peer Avg (YTD)
+6.72%
vs Peers
+6.92%

BMSLX Mutual Fund Performance

BMSLX performance across multiple time periods: 1-month -3.52%, YTD 13.65%, 1-year 13.21%, 3-year 18.28%, 5-year 10.41%, 10-year 12.31%.

BMSLX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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