BIOIX Mutual Fund

BIOIX Mutual Fund

NAV$71.02
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Returns Overview

1 Month
+9.69%
3 Months
+4.85%
6 Months
+20.88%
YTD
+15.43%
1 Year
+24.40%
3 Years (annualized)
+28.21%
5 Years (annualized)
+10.50%
10 Years (annualized)
+21.92%

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
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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)
+15.43%
Peer Avg (YTD)
+14.35%
vs Peers
+1.08%

BIOIX Mutual Fund Performance

BIOIX performance across multiple time periods: 1-month 9.69%, YTD 15.43%, 1-year 24.40%, 3-year 28.21%, 5-year 10.50%, 10-year 21.92%.

BIOIX returns outperform the peer average of 14.35% 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.