BIOIX Mutual Fund

BIOIX Mutual Fund

NAV$66.53
See how much of BIOIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-9.52%
3 Months
+3.94%
6 Months
+8.38%
YTD
+5.24%
1 Year
+11.99%
3 Years (annualized)
+22.82%
5 Years (annualized)
+9.07%
10 Years (annualized)
+20.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIOIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.24%
Peer Avg (YTD)
+11.56%
vs Peers
-6.32%

BIOIX Mutual Fund Performance

BIOIX performance across multiple time periods: 1-month -9.52%, YTD 5.24%, 1-year 11.99%, 3-year 22.82%, 5-year 9.07%, 10-year 20.68%.

BIOIX returns trail the peer average of 11.56% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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