BIAEX Mutual Fund

BIAEX Mutual Fund

NAV$9.25
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Returns Overview

1 Month
-1.68%
3 Months
-0.53%
6 Months
-0.46%
YTD
+0.37%
1 Year
+5.10%
3 Years (annualized)
+3.86%
5 Years (annualized)
+1.06%
10 Years (annualized)
+2.31%

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
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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)
+0.37%
Peer Avg (YTD)
+0.23%
vs Peers
+0.14%

BIAEX Mutual Fund Performance

BIAEX performance across multiple time periods: 1-month -1.68%, YTD 0.37%, 1-year 5.10%, 3-year 3.86%, 5-year 1.06%, 10-year 2.31%.

BIAEX returns outperform the peer average of 0.23% 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.