BISXX Mutual Fund

Returns Overview

3 Months
+0.64%
6 Months
+1.23%
YTD
+1.23%
1 Year
+1.24%
3 Years (annualized)
+1.84%
5 Years (annualized)
+1.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BISXX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+1.23%
Peer Avg (YTD)
+1.70%
vs Peers
-0.47%

BISXX Mutual Fund Performance

BISXX performance across multiple time periods: YTD 1.23%, 1-year 1.24%, 3-year 1.84%, 5-year 1.62%.

BISXX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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