BIAIX Mutual Fund

BIAIX Mutual Fund

NAV$9.66
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Returns Overview

1 Month
-0.70%
3 Months
-0.48%
6 Months
-0.48%
YTD
-0.19%
1 Year
+2.95%
3 Years (annualized)
+3.86%
5 Years (annualized)
+0.31%
10 Years (annualized)
+1.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIAIX 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
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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
Bloomberg Barclays Intermediate US Aggregate Index(^BBIAB)
This Mutual Fund (YTD)
-0.19%
Peer Avg (YTD)
+0.12%
vs Peers
-0.32%

BIAIX Mutual Fund Performance

BIAIX performance across multiple time periods: 1-month -0.70%, YTD -0.19%, 1-year 2.95%, 3-year 3.86%, 5-year 0.31%, 10-year 1.45%.

BIAIX returns trail the peer average of 0.12% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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