BFIIX Mutual Fund

BFIIX Mutual Fund

NAV$17.77
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Returns Overview

1 Month
-0.96%
3 Months
-5.21%
6 Months
-5.01%
YTD
-0.34%
1 Year
-6.43%
3 Years (annualized)
+13.87%
5 Years (annualized)
+5.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BFIIX 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
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📉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
FactSet Global FinTech Index
This Mutual Fund (YTD)
-0.34%
Peer Avg (YTD)
+16.67%
vs Peers
-17.01%

BFIIX Mutual Fund Performance

BFIIX performance across multiple time periods: 1-month -0.96%, YTD -0.34%, 1-year -6.43%, 3-year 13.87%, 5-year 5.03%.

BFIIX returns trail the peer average of 16.67% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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