BEOIX Mutual Fund

BEOIX Mutual Fund

NAV$16.44
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Returns Overview

1 Month
-5.63%
3 Months
+8.52%
6 Months
+22.30%
YTD
+38.83%
1 Year
+64.23%
3 Years (annualized)
+23.88%
5 Years (annualized)
+14.65%
10 Years (annualized)
+12.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BEOIX 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
MSCI Emerging Markets Value Index(^MSEMV)
This Mutual Fund (YTD)
+38.83%
Peer Avg (YTD)
+11.41%
vs Peers
+27.42%

BEOIX Mutual Fund Performance

BEOIX performance across multiple time periods: 1-month -5.63%, YTD 38.83%, 1-year 64.23%, 3-year 23.88%, 5-year 14.65%, 10-year 12.26%.

BEOIX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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