BIGPX Mutual Fund

NAV$17.94

Returns Overview

1 Month
+0.28%
3 Months
+11.88%
6 Months
+9.94%
YTD
+9.47%
1 Year
+18.88%
3 Years (annualized)
+14.33%
5 Years (annualized)
+7.37%
10 Years (annualized)
+9.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIGPX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+9.47%
Peer Avg (YTD)
+5.87%
vs Peers
+3.61%

BIGPX Mutual Fund Performance

BIGPX performance across multiple time periods: 1-month 0.28%, YTD 9.47%, 1-year 18.88%, 3-year 14.33%, 5-year 7.37%, 10-year 9.54%.

BIGPX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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