BISIX Mutual Fund

BISIX Mutual Fund

NAV$35.14
See how much of BISIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.88%
3 Months
-2.58%
6 Months
+3.56%
YTD
+6.76%
1 Year
+19.02%
3 Years (annualized)
+3.85%
5 Years (annualized)
+7.55%
10 Years (annualized)
+5.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BISIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+6.76%
Peer Avg (YTD)
+14.31%
vs Peers
-7.55%

BISIX Mutual Fund Performance

BISIX performance across multiple time periods: 1-month -5.88%, YTD 6.76%, 1-year 19.02%, 3-year 3.85%, 5-year 7.55%, 10-year 5.19%.

BISIX returns trail the peer average of 14.31% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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