BMOIX Mutual Fund

BMOIX Mutual Fund

NAV$8.67
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Returns Overview

1 Month
+0.34%
3 Months
-0.78%
6 Months
-2.17%
YTD
-0.16%
1 Year
+1.67%
3 Years (annualized)
+3.99%
5 Years (annualized)
-0.35%
10 Years (annualized)
+1.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMOIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.16%
Peer Avg (YTD)
+2.15%
vs Peers
-2.32%

BMOIX Mutual Fund Performance

BMOIX performance across multiple time periods: 1-month 0.34%, YTD -0.16%, 1-year 1.67%, 3-year 3.99%, 5-year -0.35%, 10-year 1.24%.

BMOIX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.10%, investors should weigh costs against performance when evaluating this mutual fund.

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