BIGFX Mutual Fund

BIGFX Mutual Fund

NAV$35.64
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Returns Overview

1 Month
+3.69%
3 Months
+1.65%
6 Months
+4.08%
YTD
+13.31%
1 Year
+14.76%
3 Years (annualized)
+13.51%
5 Years (annualized)
+1.39%
10 Years (annualized)
+8.28%

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
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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
MSCI AC World ex USA IMI Growth Index
This Mutual Fund (YTD)
+13.31%
Peer Avg (YTD)
+8.51%
vs Peers
+4.80%

BIGFX Mutual Fund Performance

BIGFX performance across multiple time periods: 1-month 3.69%, YTD 13.31%, 1-year 14.76%, 3-year 13.51%, 5-year 1.39%, 10-year 8.28%.

BIGFX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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