BIIYX Mutual Fund

BIIYX Mutual Fund

NAV$14.90
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Returns Overview

1 Month
+0.56%
3 Months
+8.92%
6 Months
+9.93%
YTD
+8.76%
1 Year
+19.76%
3 Years (annualized)
+16.09%
5 Years (annualized)
+8.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIIYX 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)
+8.76%
Peer Avg (YTD)
+9.57%
vs Peers
-0.81%

BIIYX Mutual Fund Performance

BIIYX performance across multiple time periods: 1-month 0.56%, YTD 8.76%, 1-year 19.76%, 3-year 16.09%, 5-year 8.81%.

BIIYX returns trail the peer average of 9.57% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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