BIGTX Mutual Fund

NAV$18.10

Returns Overview

1 Month
-1.29%
3 Months
+11.79%
6 Months
+22.24%
YTD
+20.61%
1 Year
+28.30%
3 Years (annualized)
+18.39%
5 Years (annualized)
+9.91%
10 Years (annualized)
+11.36%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+20.61%
Peer Avg (YTD)
+10.82%
vs Peers
+9.80%

BIGTX Mutual Fund Performance

BIGTX performance across multiple time periods: 1-month -1.29%, YTD 20.61%, 1-year 28.30%, 3-year 18.39%, 5-year 9.91%, 10-year 11.36%.

BIGTX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

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