BISMX Mutual Fund

BISMX Mutual Fund

NAV$28.65
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Returns Overview

1 Month
+1.86%
3 Months
+1.33%
6 Months
+6.60%
YTD
+8.59%
1 Year
+12.12%
3 Years (annualized)
+31.43%
5 Years (annualized)
+19.21%
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
MSCI ACWI ex USA Index
This Mutual Fund (YTD)
+8.59%
Peer Avg (YTD)
+7.47%
vs Peers
+1.12%

BISMX Mutual Fund Performance

BISMX performance across multiple time periods: 1-month 1.86%, YTD 8.59%, 1-year 12.12%, 3-year 31.43%, 5-year 19.21%, 10-year 11.66%.

BISMX returns outperform the peer average of 7.47% 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.