BLUIX Mutual Fund

NAV$17.42

Returns Overview

1 Month
+0.73%
3 Months
+14.02%
6 Months
+12.31%
YTD
+11.34%
1 Year
+24.02%
3 Years (annualized)
+16.53%
5 Years (annualized)
+8.18%

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
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 500 Index(SPX)
This Mutual Fund (YTD)
+11.34%
Peer Avg (YTD)
+9.16%
vs Peers
+2.18%

BLUIX Mutual Fund Performance

BLUIX performance across multiple time periods: 1-month 0.73%, YTD 11.34%, 1-year 24.02%, 3-year 16.53%, 5-year 8.18%.

BLUIX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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