BISMX Mutual Fund

BISMX Mutual Fund

NAV$28.60
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Returns Overview

1 Month
+9.60%
3 Months
+5.20%
6 Months
+2.63%
YTD
+7.17%
1 Year
+13.29%
3 Years (annualized)
+28.31%
5 Years (annualized)
+19.67%
10 Years (annualized)
+11.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BISMX 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)
+7.17%
Peer Avg (YTD)
+8.67%
vs Peers
-1.50%

BISMX Mutual Fund Performance

BISMX performance across multiple time periods: 1-month 9.60%, YTD 7.17%, 1-year 13.29%, 3-year 28.31%, 5-year 19.67%, 10-year 11.66%.

BISMX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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