BIVIX Mutual Fund

BIVIX Mutual Fund

NAV$19.08
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Returns Overview

1 Month
+29.45%
3 Months
+14.13%
6 Months
+10.20%
YTD
+6.78%
1 Year
+15.55%
3 Years (annualized)
+2.50%
5 Years (annualized)
+15.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIVIX 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 Composite 1500 Total Return Index(^SPCTRI)
This Mutual Fund (YTD)
+6.78%
Peer Avg (YTD)
+2.39%
vs Peers
+4.39%

BIVIX Mutual Fund Performance

BIVIX performance across multiple time periods: 1-month 29.45%, YTD 6.78%, 1-year 15.55%, 3-year 2.50%, 5-year 15.53%.

BIVIX returns outperform the peer average of 2.39% YTD. With an expense ratio of 3.05%, investors should weigh costs against performance when evaluating this mutual fund.

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