BIGIX Mutual Fund

BIGIX Mutual Fund

NAV$27.56
See how much of BIGIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.97%
3 Months
-5.53%
6 Months
+11.06%
YTD
+9.36%
1 Year
+12.42%
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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex USA IMI
This Mutual Fund (YTD)
+9.36%
Peer Avg (YTD)
+8.68%
vs Peers
+0.68%

BIGIX Mutual Fund Performance

BIGIX performance across multiple time periods: 1-month -1.97%, YTD 9.36%, 1-year 12.42%, 3-year 12.56%, 5-year 2.94%, 10-year 9.03%.

BIGIX returns outperform the peer average of 8.68% 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.