BMSRX Mutual Fund

BMSRX Mutual Fund

NAV$17.23
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Returns Overview

1 Month
-3.51%
3 Months
-3.62%
6 Months
+14.14%
YTD
+13.45%
1 Year
+12.94%
3 Years (annualized)
+17.67%
5 Years (annualized)
+9.62%
10 Years (annualized)
+11.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMSRX 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)
+13.45%
Peer Avg (YTD)
+6.72%
vs Peers
+6.72%

BMSRX Mutual Fund Performance

BMSRX performance across multiple time periods: 1-month -3.51%, YTD 13.45%, 1-year 12.94%, 3-year 17.67%, 5-year 9.62%, 10-year 11.35%.

BMSRX 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.

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