BIGIX Mutual Fund

BIGIX Mutual Fund

NAV$29.87
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Returns Overview

1 Month
+1.63%
3 Months
-2.59%
6 Months
+1.56%
YTD
+11.55%
1 Year
+18.34%
3 Years (annualized)
+12.56%
5 Years (annualized)
+2.94%
10 Years (annualized)
+9.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIGIX 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 ACWI ex USA IMI
This Mutual Fund (YTD)
+11.55%
Peer Avg (YTD)
+8.51%
vs Peers
+3.04%

BIGIX Mutual Fund Performance

BIGIX performance across multiple time periods: 1-month 1.63%, YTD 11.55%, 1-year 18.34%, 3-year 12.56%, 5-year 2.94%, 10-year 9.03%.

BIGIX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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