BESIX Mutual Fund

BESIX Mutual Fund

NAV$26.77
See how much of BESIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-10.30%
3 Months
-10.07%
6 Months
+0.41%
YTD
+8.74%
1 Year
+20.23%
3 Years (annualized)
+12.40%
5 Years (annualized)
+4.30%
10 Years (annualized)
+7.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BESIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Markets Small Cap Index(M1EFSC)
This Mutual Fund (YTD)
+8.74%
Peer Avg (YTD)
+17.66%
vs Peers
-8.91%

BESIX Mutual Fund Performance

BESIX performance across multiple time periods: 1-month -10.30%, YTD 8.74%, 1-year 20.23%, 3-year 12.40%, 5-year 4.30%, 10-year 7.80%.

BESIX returns trail the peer average of 17.66% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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