BNCAX Mutual Fund

BNCAX Mutual Fund

NAV$9.68
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Returns Overview

1 Month
-3.41%
3 Months
-5.00%
6 Months
-3.56%
YTD
-4.22%
1 Year
-2.87%
3 Years (annualized)
+2.26%
5 Years (annualized)
-0.03%
10 Years (annualized)
+0.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BNCAX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-4.22%
Peer Avg (YTD)
-3.82%
vs Peers
-0.40%

BNCAX Mutual Fund Performance

BNCAX performance across multiple time periods: 1-month -3.41%, YTD -4.22%, 1-year -2.87%, 3-year 2.26%, 5-year -0.03%, 10-year 0.93%.

BNCAX returns trail the peer average of -3.82% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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