BEXIX Mutual Fund

BEXIX Mutual Fund

NAV$22.33
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Returns Overview

1 Month
-5.92%
3 Months
-1.32%
6 Months
+6.13%
YTD
+13.07%
1 Year
+24.92%
3 Years (annualized)
+15.32%
5 Years (annualized)
+3.94%
10 Years (annualized)
+7.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BEXIX 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 Market index(^MXEF)
This Mutual Fund (YTD)
+13.07%
Peer Avg (YTD)
+17.66%
vs Peers
-4.59%

BEXIX Mutual Fund Performance

BEXIX performance across multiple time periods: 1-month -5.92%, YTD 13.07%, 1-year 24.92%, 3-year 15.32%, 5-year 3.94%, 10-year 7.09%.

BEXIX returns trail the peer average of 17.66% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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