BIPIX Mutual Fund

BIPIX Mutual Fund

NAV$88.63
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Returns Overview

1 Month
-2.27%
3 Months
+7.39%
6 Months
+25.28%
YTD
+37.68%
1 Year
+53.30%
3 Years (annualized)
+43.56%
5 Years (annualized)
+13.25%
10 Years (annualized)
+15.55%

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)
+37.68%
Peer Avg (YTD)
+3.99%
vs Peers
+33.70%

BIPIX Mutual Fund Performance

BIPIX performance across multiple time periods: 1-month -2.27%, YTD 37.68%, 1-year 53.30%, 3-year 43.56%, 5-year 13.25%, 10-year 15.55%.

BIPIX returns outperform the peer average of 3.99% 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.