BISXX Mutual Fund

BISXX Mutual Fund

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Returns Overview

1 Month
+0.32%
3 Months
+0.95%
6 Months
+1.89%
YTD
+2.19%
1 Year
+3.95%
3 Years (annualized)
+1.85%
5 Years (annualized)
+1.81%
10 Years (annualized)
+2.61%

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
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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 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+2.19%
Peer Avg (YTD)
+2.25%
vs Peers
-0.06%

BISXX Mutual Fund Performance

BISXX performance across multiple time periods: 1-month 0.32%, YTD 2.19%, 1-year 3.95%, 3-year 1.85%, 5-year 1.81%, 10-year 2.61%.

BISXX returns trail the peer average of 2.25% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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