BISLX Mutual Fund

BISLX Mutual Fund

NAV$11.86
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Returns Overview

1 Month
+2.30%
3 Months
+2.94%
6 Months
-0.09%
YTD
-1.53%
1 Year
+3.81%
3 Years (annualized)
+4.34%

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
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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
FTSE All World ex USA Index(^AW02)
This Mutual Fund (YTD)
-1.53%
Peer Avg (YTD)
+9.42%
vs Peers
-10.95%

BISLX Mutual Fund Performance

BISLX performance across multiple time periods: 1-month 2.30%, YTD -1.53%, 1-year 3.81%, 3-year 4.34%.

BISLX returns trail the peer average of 9.42% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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