BIGIX Mutual Fund

NAV$30.67

Returns Overview

1 Month
+1.09%
3 Months
+17.56%
6 Months
+16.78%
YTD
+15.75%
1 Year
+21.88%
3 Years (annualized)
+12.53%
5 Years (annualized)
+4.78%
10 Years (annualized)
+9.78%

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

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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 IMI
This Mutual Fund (YTD)
+15.75%
Peer Avg (YTD)
+8.97%
vs Peers
+6.78%

BIGIX Mutual Fund Performance

BIGIX performance across multiple time periods: 1-month 1.09%, YTD 15.75%, 1-year 21.88%, 3-year 12.53%, 5-year 4.78%, 10-year 9.78%.

BIGIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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