BEXUX Mutual Fund

NAV$21.83

Returns Overview

1 Month
+0.48%
3 Months
+19.60%
6 Months
+20.17%
YTD
+17.47%
1 Year
+31.64%
3 Years (annualized)
+19.61%
5 Years (annualized)
+3.97%
10 Years (annualized)
+8.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BEXUX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+17.47%
Peer Avg (YTD)
+23.08%
vs Peers
-5.61%

BEXUX Mutual Fund Performance

BEXUX performance across multiple time periods: 1-month 0.48%, YTD 17.47%, 1-year 31.64%, 3-year 19.61%, 5-year 3.97%, 10-year 8.17%.

BEXUX 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.

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