BINIX Mutual Fund

BINIX Mutual Fund

NAV$35.69
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Returns Overview

1 Month
-3.06%
3 Months
+1.76%
6 Months
+4.55%
YTD
+9.43%
1 Year
+14.35%
3 Years (annualized)
+10.01%
5 Years (annualized)
+1.56%
10 Years (annualized)
+8.28%

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
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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 AC World ex USA IMI Growth Index
This Mutual Fund (YTD)
+9.43%
Peer Avg (YTD)
+6.23%
vs Peers
+3.20%

BINIX Mutual Fund Performance

BINIX performance across multiple time periods: 1-month -3.06%, YTD 9.43%, 1-year 14.35%, 3-year 10.01%, 5-year 1.56%, 10-year 8.28%.

BINIX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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