BIGRX Mutual Fund

BIGRX Mutual Fund

NAV$45.83
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Returns Overview

1 Month
+2.28%
3 Months
+7.47%
6 Months
+11.77%
YTD
+15.29%
1 Year
+29.22%
3 Years (annualized)
+15.94%
5 Years (annualized)
+8.45%
10 Years (annualized)
+11.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIGRX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+15.29%
Peer Avg (YTD)
+11.41%
vs Peers
+3.88%

BIGRX Mutual Fund Performance

BIGRX performance across multiple time periods: 1-month 2.28%, YTD 15.29%, 1-year 29.22%, 3-year 15.94%, 5-year 8.45%, 10-year 11.05%.

BIGRX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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