BICAX Mutual Fund

BICAX Mutual Fund

NAV$8.90
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Returns Overview

1 Month
+2.08%
3 Months
-0.70%
6 Months
-1.53%
YTD
-1.47%
1 Year
-1.15%
3 Years (annualized)
+5.08%
5 Years (annualized)
-0.50%
10 Years (annualized)
+8.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BICAX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.47%
Peer Avg (YTD)
+1.93%
vs Peers
-3.40%

BICAX Mutual Fund Performance

BICAX performance across multiple time periods: 1-month 2.08%, YTD -1.47%, 1-year -1.15%, 3-year 5.08%, 5-year -0.50%, 10-year 8.73%.

BICAX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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