BIIVX Mutual Fund

BIIVX Mutual Fund

NAV$14.66
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Returns Overview

1 Month
+1.60%
3 Months
+4.66%
6 Months
+6.42%
YTD
+11.80%
1 Year
+25.15%
3 Years (annualized)
+15.97%
5 Years (annualized)
+9.25%
10 Years (annualized)
+9.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIIVX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+11.80%
Peer Avg (YTD)
+8.62%
vs Peers
+3.18%

BIIVX Mutual Fund Performance

BIIVX performance across multiple time periods: 1-month 1.60%, YTD 11.80%, 1-year 25.15%, 3-year 15.97%, 5-year 9.25%, 10-year 9.29%.

BIIVX returns outperform the peer average of 8.62% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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