BISRX Mutual Fund

BISRX Mutual Fund

NAV$28.91
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Returns Overview

1 Month
+9.56%
3 Months
+5.18%
6 Months
+2.62%
YTD
+7.21%
1 Year
+13.32%
3 Years (annualized)
+28.45%
5 Years (annualized)
+19.59%
10 Years (annualized)
+11.79%

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
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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)
+7.21%
Peer Avg (YTD)
+8.67%
vs Peers
-1.46%

BISRX Mutual Fund Performance

BISRX performance across multiple time periods: 1-month 9.56%, YTD 7.21%, 1-year 13.32%, 3-year 28.45%, 5-year 19.59%, 10-year 11.79%.

BISRX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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