BESIX Mutual Fund

BESIX Mutual Fund

NAV$22.40
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Returns Overview

1 Month
-10.72%
3 Months
-2.95%
6 Months
-12.73%
YTD
+5.53%
1 Year
+4.62%
3 Years (annualized)
+14.94%
5 Years (annualized)
+2.83%
10 Years (annualized)
+7.51%

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
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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 Small Cap Index(M1EFSC)
This Mutual Fund (YTD)
+5.53%
Peer Avg (YTD)
+9.82%
vs Peers
-4.29%

BESIX Mutual Fund Performance

BESIX performance across multiple time periods: 1-month -10.72%, YTD 5.53%, 1-year 4.62%, 3-year 14.94%, 5-year 2.83%, 10-year 7.51%.

BESIX returns trail the peer average of 9.82% 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.