BISRX Mutual Fund

BISRX Mutual Fund

NAV$27.72
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Returns Overview

1 Month
+3.09%
3 Months
+8.63%
6 Months
+2.20%
YTD
+10.52%
1 Year
+14.79%
3 Years (annualized)
+29.64%
5 Years (annualized)
+18.88%
10 Years (annualized)
+12.03%

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
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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)
+10.52%
Peer Avg (YTD)
+9.98%
vs Peers
+0.54%

BISRX Mutual Fund Performance

BISRX performance across multiple time periods: 1-month 3.09%, YTD 10.52%, 1-year 14.79%, 3-year 29.64%, 5-year 18.88%, 10-year 12.03%.

BISRX returns outperform the peer average of 9.98% 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.