BMSYX Mutual Fund

BMSYX Mutual Fund

NAV$17.51
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Returns Overview

1 Month
-3.51%
3 Months
-3.51%
6 Months
+14.34%
YTD
+13.73%
1 Year
+16.67%
3 Years (annualized)
+24.22%
5 Years (annualized)
+18.97%
10 Years (annualized)
+18.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMSYX 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)
+13.73%
Peer Avg (YTD)
+6.72%
vs Peers
+7.01%

BMSYX Mutual Fund Performance

BMSYX performance across multiple time periods: 1-month -3.51%, YTD 13.73%, 1-year 16.67%, 3-year 24.22%, 5-year 18.97%, 10-year 18.60%.

BMSYX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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