BASIX Mutual Fund

NAV$9.69

Returns Overview

1 Month
+0.47%
3 Months
+2.59%
6 Months
+2.15%
YTD
+2.15%
1 Year
+5.90%
3 Years (annualized)
+6.71%
5 Years (annualized)
+2.96%
10 Years (annualized)
+3.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BASIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+2.15%
Peer Avg (YTD)
+3.23%
vs Peers
-1.08%

BASIX Mutual Fund Performance

BASIX performance across multiple time periods: 1-month 0.47%, YTD 2.15%, 1-year 5.90%, 3-year 6.71%, 5-year 2.96%, 10-year 3.15%.

BASIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

BASIX performance comparison shows side-by-side returns with another fund. BASIX alternatives are available in the Mutual Fund Screener.