BISAX Mutual Fund

BISAX Mutual Fund

NAV$26.97
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Returns Overview

1 Month
+3.03%
3 Months
+8.54%
6 Months
+2.02%
YTD
+10.29%
1 Year
+14.44%
3 Years (annualized)
+29.25%
5 Years (annualized)
+18.48%
10 Years (annualized)
+11.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BISAX 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
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📉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
MSCI ACWI ex USA Index
This Mutual Fund (YTD)
+10.29%
Peer Avg (YTD)
+9.98%
vs Peers
+0.32%

BISAX Mutual Fund Performance

BISAX performance across multiple time periods: 1-month 3.03%, YTD 10.29%, 1-year 14.44%, 3-year 29.25%, 5-year 18.48%, 10-year 11.67%.

BISAX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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