BASIX Mutual Fund

BASIX Mutual Fund

NAV$9.55
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Returns Overview

1 Month
-0.96%
3 Months
+0.61%
6 Months
+0.27%
YTD
+1.17%
1 Year
+4.71%
3 Years (annualized)
+6.23%
5 Years (annualized)
+2.92%
10 Years (annualized)
+3.51%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+1.17%
Peer Avg (YTD)
+0.12%
vs Peers
+1.05%

BASIX Mutual Fund Performance

BASIX performance across multiple time periods: 1-month -0.96%, YTD 1.17%, 1-year 4.71%, 3-year 6.23%, 5-year 2.92%, 10-year 3.51%.

BASIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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