BISAX Mutual Fund

BISAX Mutual Fund

NAV$28.34
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Returns Overview

1 Month
+9.56%
3 Months
+5.15%
6 Months
+2.52%
YTD
+7.05%
1 Year
+13.02%
3 Years (annualized)
+28.06%
5 Years (annualized)
+18.82%
10 Years (annualized)
+11.43%

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
S&P Developed ex-US Small Cap (Net Dividends) Index
This Mutual Fund (YTD)
+7.05%
Peer Avg (YTD)
+8.67%
vs Peers
-1.62%

BISAX Mutual Fund Performance

BISAX performance across multiple time periods: 1-month 9.56%, YTD 7.05%, 1-year 13.02%, 3-year 28.06%, 5-year 18.82%, 10-year 11.43%.

BISAX returns trail the peer average of 8.67% 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.