BIGUX Mutual Fund

NAV$36.02

Returns Overview

1 Month
+1.17%
3 Months
+14.07%
6 Months
+12.89%
YTD
+11.61%
1 Year
+16.14%
3 Years (annualized)
+12.66%
5 Years (annualized)
+2.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIGUX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI AC World ex USA IMI Growth Index
This Mutual Fund (YTD)
+11.61%
Peer Avg (YTD)
+8.97%
vs Peers
+2.64%

BIGUX Mutual Fund Performance

BIGUX performance across multiple time periods: 1-month 1.17%, YTD 11.61%, 1-year 16.14%, 3-year 12.66%, 5-year 2.30%.

BIGUX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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