BEOIX Mutual Fund

BEOIX Mutual Fund

NAV$14.42
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Returns Overview

1 Month
-11.16%
3 Months
-4.93%
6 Months
+3.17%
YTD
+29.99%
1 Year
+37.21%
3 Years (annualized)
+28.19%
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)
+29.99%
Peer Avg (YTD)
+12.44%
vs Peers
+17.55%

BEOIX Mutual Fund Performance

BEOIX performance across multiple time periods: 1-month -11.16%, YTD 29.99%, 1-year 37.21%, 3-year 28.19%, 5-year 14.65%, 10-year 12.26%.

BEOIX returns outperform the peer average of 12.44% 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.