BNIVX Mutual Fund

BNIVX Mutual Fund

NAV$14.44
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Returns Overview

1 Month
+2.16%
3 Months
+0.47%
6 Months
+8.39%
YTD
+22.53%
1 Year
+33.33%
3 Years (annualized)
+19.16%

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
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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 EAFE Value Index (Net)
This Mutual Fund (YTD)
+22.53%
Peer Avg (YTD)
+10.17%
vs Peers
+12.36%

BNIVX Mutual Fund Performance

BNIVX performance across multiple time periods: 1-month 2.16%, YTD 22.53%, 1-year 33.33%, 3-year 19.16%.

BNIVX returns outperform the peer average of 10.17% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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