BMSTX Mutual Fund

BMSTX Mutual Fund

NAV$17.37
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Returns Overview

1 Month
-3.59%
3 Months
-3.64%
6 Months
+14.09%
YTD
+13.40%
1 Year
+12.82%
3 Years (annualized)
+17.99%
5 Years (annualized)
+10.14%
10 Years (annualized)
+12.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMSTX 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)
+13.40%
Peer Avg (YTD)
+6.72%
vs Peers
+6.68%

BMSTX Mutual Fund Performance

BMSTX performance across multiple time periods: 1-month -3.59%, YTD 13.40%, 1-year 12.82%, 3-year 17.99%, 5-year 10.14%, 10-year 12.04%.

BMSTX 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.

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