BICIX Mutual Fund

NAV$13.46

Returns Overview

1 Month
-1.93%
3 Months
+11.83%
6 Months
+10.71%
YTD
+10.90%
1 Year
+9.50%
3 Years (annualized)
+7.52%
5 Years (annualized)
+2.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BICIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex USA Small Cap Index(MXWDUSC)
This Mutual Fund (YTD)
+10.90%
Peer Avg (YTD)
+7.95%
vs Peers
+2.94%

BICIX Mutual Fund Performance

BICIX performance across multiple time periods: 1-month -1.93%, YTD 10.90%, 1-year 9.50%, 3-year 7.52%, 5-year 2.81%.

BICIX returns outperform the peer average of 7.95% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

BICIX performance comparison shows side-by-side returns with another fund. BICIX alternatives are available in the Mutual Fund Screener.