BFSIX Mutual Fund

BFSIX Mutual Fund

NAV$27.41
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Returns Overview

1 Month
+3.76%
3 Months
+2.30%
6 Months
+3.84%
YTD
+5.71%
1 Year
+8.67%
3 Years (annualized)
+13.20%
5 Years (annualized)
+7.49%
10 Years (annualized)
+11.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BFSIX 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
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
+5.71%
Peer Avg (YTD)
+11.21%
vs Peers
-5.51%

BFSIX Mutual Fund Performance

BFSIX performance across multiple time periods: 1-month 3.76%, YTD 5.71%, 1-year 8.67%, 3-year 13.20%, 5-year 7.49%, 10-year 11.27%.

BFSIX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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