BIASX Mutual Fund

BIASX Mutual Fund

NAV$21.85
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Returns Overview

1 Month
-2.03%
3 Months
+10.59%
6 Months
+12.26%
YTD
+15.76%
1 Year
+19.27%
3 Years (annualized)
+7.55%
5 Years (annualized)
+1.56%
10 Years (annualized)
+9.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIASX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+15.76%
Peer Avg (YTD)
+15.31%
vs Peers
+0.45%

BIASX Mutual Fund Performance

BIASX performance across multiple time periods: 1-month -2.03%, YTD 15.76%, 1-year 19.27%, 3-year 7.55%, 5-year 1.56%, 10-year 9.02%.

BIASX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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