BNIEX Mutual Fund

BNIEX Mutual Fund

NAV$14.19
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Returns Overview

1 Month
+2.77%
3 Months
+4.33%
6 Months
+6.11%
YTD
+8.45%
1 Year
+20.99%
3 Years (annualized)
+13.96%
5 Years (annualized)
+7.71%
10 Years (annualized)
+8.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BNIEX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+8.45%
Peer Avg (YTD)
+9.42%
vs Peers
-0.97%

BNIEX Mutual Fund Performance

BNIEX performance across multiple time periods: 1-month 2.77%, YTD 8.45%, 1-year 20.99%, 3-year 13.96%, 5-year 7.71%, 10-year 8.56%.

BNIEX returns trail the peer average of 9.42% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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