BISAX Mutual Fund

NAV$27.83

Returns Overview

1 Month
-3.84%
3 Months
-1.34%
6 Months
-2.29%
YTD
-2.29%
1 Year
+5.08%
3 Years (annualized)
+26.96%
5 Years (annualized)
+16.40%
10 Years (annualized)
+11.96%

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
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 Developed ex-US Small Cap (Net Dividends) Index
This Mutual Fund (YTD)
-2.29%
Peer Avg (YTD)
+9.16%
vs Peers
-11.45%

BISAX Mutual Fund Performance

BISAX performance across multiple time periods: 1-month -3.84%, YTD -2.29%, 1-year 5.08%, 3-year 26.96%, 5-year 16.40%, 10-year 11.96%.

BISAX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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