BEXIX Mutual Fund

NAV$21.82

Returns Overview

1 Month
+0.48%
3 Months
+19.61%
6 Months
+20.18%
YTD
+17.48%
1 Year
+31.59%
3 Years (annualized)
+19.63%
5 Years (annualized)
+3.98%
10 Years (annualized)
+8.18%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+17.48%
Peer Avg (YTD)
+23.08%
vs Peers
-5.60%

BEXIX Mutual Fund Performance

BEXIX performance across multiple time periods: 1-month 0.48%, YTD 17.48%, 1-year 31.59%, 3-year 19.63%, 5-year 3.98%, 10-year 8.18%.

BEXIX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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