BISOX Mutual Fund

NAV$10.06

Returns Overview

1 Month
+0.22%
3 Months
+0.88%
6 Months
+1.67%
YTD
+1.67%
1 Year
+3.99%
3 Years (annualized)
+4.90%
5 Years (annualized)
+3.50%
10 Years (annualized)
+2.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BISOX 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
Bank of America Merrill Lynch 6 Month US Treasury Bill Index(^BML6M)
This Mutual Fund (YTD)
+1.67%
Peer Avg (YTD)
+3.23%
vs Peers
-1.56%

BISOX Mutual Fund Performance

BISOX performance across multiple time periods: 1-month 0.22%, YTD 1.67%, 1-year 3.99%, 3-year 4.90%, 5-year 3.50%, 10-year 2.53%.

BISOX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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