BISRX Mutual Fund

NAV$28.67

Returns Overview

1 Month
-3.82%
3 Months
-1.29%
6 Months
-2.15%
YTD
-2.15%
1 Year
+5.37%
3 Years (annualized)
+27.35%
5 Years (annualized)
+17.15%
10 Years (annualized)
+12.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BISRX 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
S&P Developed ex-US Small Cap (Net Dividends) Index
This Mutual Fund (YTD)
-2.15%
Peer Avg (YTD)
+9.16%
vs Peers
-11.31%

BISRX Mutual Fund Performance

BISRX performance across multiple time periods: 1-month -3.82%, YTD -2.15%, 1-year 5.37%, 3-year 27.35%, 5-year 17.15%, 10-year 12.52%.

BISRX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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