BASIX Mutual Fund

BASIX Mutual Fund

NAV$9.47
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Returns Overview

1 Month
-1.60%
3 Months
-1.97%
6 Months
+0.56%
YTD
+0.14%
1 Year
+1.65%
3 Years (annualized)
+6.39%
5 Years (annualized)
+2.82%
10 Years (annualized)
+3.03%

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)
+0.14%
Peer Avg (YTD)
+0.50%
vs Peers
-0.36%

BASIX Mutual Fund Performance

BASIX performance across multiple time periods: 1-month -1.60%, YTD 0.14%, 1-year 1.65%, 3-year 6.39%, 5-year 2.82%, 10-year 3.03%.

BASIX returns trail the peer average of 0.50% 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.