BIAEX Mutual Fund

BIAEX Mutual Fund

NAV$9.26
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Returns Overview

1 Month
-3.24%
3 Months
-4.75%
6 Months
-2.61%
YTD
-2.76%
1 Year
-1.00%
3 Years (annualized)
+3.62%
5 Years (annualized)
+0.64%
10 Years (annualized)
+1.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIAEX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 1-10 Year Blended Municipal Bond Index
This Mutual Fund (YTD)
-2.76%
Peer Avg (YTD)
-3.84%
vs Peers
+1.08%

BIAEX Mutual Fund Performance

BIAEX performance across multiple time periods: 1-month -3.24%, YTD -2.76%, 1-year -1.00%, 3-year 3.62%, 5-year 0.64%, 10-year 1.98%.

BIAEX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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