BILSX Mutual Fund

BILSX Mutual Fund

NAV$9.70
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Returns Overview

1 Month
-0.07%
3 Months
+3.07%
6 Months
+5.14%
YTD
+11.51%
1 Year
+11.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BILSX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.51%
Peer Avg (YTD)
+14.49%
vs Peers
-2.98%

BILSX Mutual Fund Performance

BILSX performance across multiple time periods: 1-month -0.07%, YTD 11.51%, 1-year 11.39%.

BILSX returns trail the peer average of 14.49% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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