BSCAX Mutual Fund

BSCAX Mutual Fund

NAV$22.63
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Returns Overview

1 Month
-6.29%
3 Months
-7.72%
6 Months
+4.98%
YTD
+13.51%
1 Year
+20.13%
3 Years (annualized)
+24.89%
5 Years (annualized)
+16.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BSCAX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+13.51%
Peer Avg (YTD)
+10.34%
vs Peers
+3.17%

BSCAX Mutual Fund Performance

BSCAX performance across multiple time periods: 1-month -6.29%, YTD 13.51%, 1-year 20.13%, 3-year 24.89%, 5-year 16.86%.

BSCAX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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