BNIVX Mutual Fund

NAV$15.15

Returns Overview

1 Month
-2.06%
3 Months
+15.43%
6 Months
+19.45%
YTD
+18.11%
1 Year
+32.65%
3 Years (annualized)
+18.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BNIVX 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
MSCI EAFE Value Index (Net)
This Mutual Fund (YTD)
+18.11%
Peer Avg (YTD)
+9.13%
vs Peers
+8.98%

BNIVX Mutual Fund Performance

BNIVX performance across multiple time periods: 1-month -2.06%, YTD 18.11%, 1-year 32.65%, 3-year 18.18%.

BNIVX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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