BIIEX Mutual Fund

BIIEX Mutual Fund

NAV$31.38

Returns Overview

1 Month
-1.10%
3 Months
+3.58%
6 Months
+6.27%
YTD
+6.27%
1 Year
+20.56%
3 Years (annualized)
+20.90%
5 Years (annualized)
+13.06%
10 Years (annualized)
+10.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIIEX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE (Europe, Australasia, Far East) Index (net div)
This Mutual Fund (YTD)
+6.27%
Peer Avg (YTD)
+8.71%
vs Peers
-2.45%

BIIEX Mutual Fund Performance

BIIEX performance across multiple time periods: 1-month -1.10%, YTD 6.27%, 1-year 20.56%, 3-year 20.90%, 5-year 13.06%, 10-year 10.50%.

BIIEX returns trail the peer average of 8.71% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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