BISLX Mutual Fund

NAV$11.92

Returns Overview

1 Month
-0.09%
3 Months
+5.31%
6 Months
-3.08%
YTD
-3.74%
1 Year
-4.01%
3 Years (annualized)
+4.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BISLX 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
FTSE All World ex USA Index(^AW02)
This Mutual Fund (YTD)
-3.74%
Peer Avg (YTD)
+9.13%
vs Peers
-12.88%

BISLX Mutual Fund Performance

BISLX performance across multiple time periods: 1-month -0.09%, YTD -3.74%, 1-year -4.01%, 3-year 4.27%.

BISLX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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