BLUIX Mutual Fund

BLUIX Mutual Fund

NAV$15.96
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Returns Overview

1 Month
-3.58%
3 Months
-3.92%
6 Months
-3.18%
YTD
+1.86%
1 Year
+3.03%
3 Years (annualized)
+15.13%
5 Years (annualized)
+5.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BLUIX 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 Index(SPX)
This Mutual Fund (YTD)
+1.86%
Peer Avg (YTD)
+7.47%
vs Peers
-5.62%

BLUIX Mutual Fund Performance

BLUIX performance across multiple time periods: 1-month -3.58%, YTD 1.86%, 1-year 3.03%, 3-year 15.13%, 5-year 5.39%.

BLUIX returns trail the peer average of 7.47% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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