BIVIX Mutual Fund

NAV$18.45

Returns Overview

1 Month
-6.29%
3 Months
-20.48%
6 Months
-17.51%
YTD
-15.07%
1 Year
-11.22%
3 Years (annualized)
-10.18%
5 Years (annualized)
+6.78%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Composite 1500 Total Return Index(^SPCTRI)
This Mutual Fund (YTD)
-15.07%
Peer Avg (YTD)
+3.47%
vs Peers
-18.54%

BIVIX Mutual Fund Performance

BIVIX performance across multiple time periods: 1-month -6.29%, YTD -15.07%, 1-year -11.22%, 3-year -10.18%, 5-year 6.78%.

BIVIX returns trail the peer average of 3.47% YTD. With an expense ratio of 3.05%, investors should weigh costs against performance when evaluating this mutual fund.

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