BFIUX Mutual Fund

NAV$17.77

Returns Overview

1 Month
-0.91%
3 Months
-5.16%
6 Months
-4.95%
YTD
-0.29%
1 Year
-6.38%
3 Years (annualized)
+13.89%
5 Years (annualized)
+4.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BFIUX 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
FactSet Global FinTech Index
This Mutual Fund (YTD)
-0.29%
Peer Avg (YTD)
+16.67%
vs Peers
-16.96%

BFIUX Mutual Fund Performance

BFIUX performance across multiple time periods: 1-month -0.91%, YTD -0.29%, 1-year -6.38%, 3-year 13.89%, 5-year 4.74%.

BFIUX 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.

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