BIGTX Mutual Fund

BIGTX Mutual Fund

NAV$17.59
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Returns Overview

1 Month
-1.38%
3 Months
-1.00%
6 Months
+10.68%
YTD
+21.02%
1 Year
+16.03%
3 Years (annualized)
+17.60%
5 Years (annualized)
+10.05%
10 Years (annualized)
+9.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIGTX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+21.02%
Peer Avg (YTD)
+6.72%
vs Peers
+14.29%

BIGTX Mutual Fund Performance

BIGTX performance across multiple time periods: 1-month -1.38%, YTD 21.02%, 1-year 16.03%, 3-year 17.60%, 5-year 10.05%, 10-year 9.68%.

BIGTX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

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