BMIIX Mutual Fund

NAV$6.10

Returns Overview

1 Month
-0.20%
3 Months
+4.22%
6 Months
+14.68%
YTD
+13.17%
1 Year
+8.77%
3 Years (annualized)
+12.47%
5 Years (annualized)
+18.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMIIX 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
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
+13.17%
Peer Avg (YTD)
+11.10%
vs Peers
+2.07%

BMIIX Mutual Fund Performance

BMIIX performance across multiple time periods: 1-month -0.20%, YTD 13.17%, 1-year 8.77%, 3-year 12.47%, 5-year 18.10%.

BMIIX returns outperform the peer average of 11.10% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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