BELSX Mutual Fund

NAV$9.45

Returns Overview

1 Month
-0.62%
3 Months
+5.10%
6 Months
+10.62%
YTD
+13.47%
1 Year
+11.38%
3 Years (annualized)
+5.54%
5 Years (annualized)
+2.10%
10 Years (annualized)
+4.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BELSX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+13.47%
Peer Avg (YTD)
+7.23%
vs Peers
+6.23%

BELSX Mutual Fund Performance

BELSX performance across multiple time periods: 1-month -0.62%, YTD 13.47%, 1-year 11.38%, 3-year 5.54%, 5-year 2.10%, 10-year 4.50%.

BELSX returns outperform the peer average of 7.23% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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