BIGIX Mutual Fund

BIGIX Mutual Fund

NAV$30.79
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Returns Overview

1 Month
-5.18%
3 Months
+1.69%
6 Months
+4.74%
YTD
+9.76%
1 Year
+18.09%
3 Years (annualized)
+10.21%
5 Years (annualized)
+1.81%
10 Years (annualized)
+8.79%

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)
+9.76%
Peer Avg (YTD)
+6.23%
vs Peers
+3.53%

BIGIX Mutual Fund Performance

BIGIX performance across multiple time periods: 1-month -5.18%, YTD 9.76%, 1-year 18.09%, 3-year 10.21%, 5-year 1.81%, 10-year 8.79%.

BIGIX returns outperform the peer average of 6.23% 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.