BIPIX Mutual Fund

NAV$94.94

Returns Overview

1 Month
+23.73%
3 Months
+35.94%
6 Months
+43.11%
YTD
+43.85%
1 Year
+149.65%
3 Years (annualized)
+19.84%
5 Years (annualized)
+12.58%
10 Years (annualized)
+15.82%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Total Market Index(^SPTMCDUP:SP)
This Mutual Fund (YTD)
+43.85%
Peer Avg (YTD)
+3.47%
vs Peers
+40.38%

BIPIX Mutual Fund Performance

BIPIX performance across multiple time periods: 1-month 23.73%, YTD 43.85%, 1-year 149.65%, 3-year 19.84%, 5-year 12.58%, 10-year 15.82%.

BIPIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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