BIPIX Mutual Fund

BIPIX Mutual Fund

NAV$94.32
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Returns Overview

1 Month
+15.53%
3 Months
+27.40%
6 Months
+39.36%
YTD
+48.13%
1 Year
+129.98%
3 Years (annualized)
+34.04%
5 Years (annualized)
+12.41%
10 Years (annualized)
+14.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIPIX 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 Total Market Index(^SPTMCDUP:SP)
This Mutual Fund (YTD)
+48.13%
Peer Avg (YTD)
+4.75%
vs Peers
+43.38%

BIPIX Mutual Fund Performance

BIPIX performance across multiple time periods: 1-month 15.53%, YTD 48.13%, 1-year 129.98%, 3-year 34.04%, 5-year 12.41%, 10-year 14.56%.

BIPIX returns outperform the peer average of 4.75% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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