BNIEX Mutual Fund

BNIEX Mutual Fund

NAV$14.16
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Returns Overview

1 Month
-0.74%
3 Months
+7.31%
6 Months
+5.61%
YTD
+5.53%
1 Year
+16.22%
3 Years (annualized)
+14.36%
5 Years (annualized)
+6.81%
10 Years (annualized)
+8.75%

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)
+5.53%
Peer Avg (YTD)
+9.13%
vs Peers
-3.60%

BNIEX Mutual Fund Performance

BNIEX performance across multiple time periods: 1-month -0.74%, YTD 5.53%, 1-year 16.22%, 3-year 14.36%, 5-year 6.81%, 10-year 8.75%.

BNIEX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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