BIPSX Mutual Fund

NAV$48.93

Returns Overview

1 Month
+23.64%
3 Months
+35.63%
6 Months
+42.43%
YTD
+43.17%
1 Year
+147.18%
3 Years (annualized)
+27.86%
5 Years (annualized)
+17.76%
10 Years (annualized)
+18.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIPSX 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)
+43.17%
Peer Avg (YTD)
+3.47%
vs Peers
+39.70%

BIPSX Mutual Fund Performance

BIPSX performance across multiple time periods: 1-month 23.64%, YTD 43.17%, 1-year 147.18%, 3-year 27.86%, 5-year 17.76%, 10-year 18.22%.

BIPSX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.52%, investors should weigh costs against performance when evaluating this mutual fund.

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