BINIX Mutual Fund

NAV$36.05

Returns Overview

1 Month
+1.17%
3 Months
+14.05%
6 Months
+12.88%
YTD
+11.63%
1 Year
+16.17%
3 Years (annualized)
+12.67%
5 Years (annualized)
+2.02%
10 Years (annualized)
+9.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BINIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI AC World ex USA IMI Growth Index
This Mutual Fund (YTD)
+11.63%
Peer Avg (YTD)
+8.97%
vs Peers
+2.66%

BINIX Mutual Fund Performance

BINIX performance across multiple time periods: 1-month 1.17%, YTD 11.63%, 1-year 16.17%, 3-year 12.67%, 5-year 2.02%, 10-year 9.01%.

BINIX 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.

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