BIGFX Mutual Fund

NAV$35.26

Returns Overview

1 Month
+1.17%
3 Months
+14.03%
6 Months
+12.77%
YTD
+11.49%
1 Year
+15.87%
3 Years (annualized)
+12.39%
5 Years (annualized)
+2.05%
10 Years (annualized)
+9.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIGFX 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 AC World ex USA IMI Growth Index
This Mutual Fund (YTD)
+11.49%
Peer Avg (YTD)
+8.97%
vs Peers
+2.52%

BIGFX Mutual Fund Performance

BIGFX performance across multiple time periods: 1-month 1.17%, YTD 11.49%, 1-year 15.87%, 3-year 12.39%, 5-year 2.05%, 10-year 9.63%.

BIGFX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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