BSFIX Mutual Fund

NAV$31.71

Returns Overview

1 Month
+6.02%
3 Months
+12.57%
6 Months
+3.67%
YTD
+3.36%
1 Year
+2.61%
3 Years (annualized)
+13.39%
5 Years (annualized)
+7.58%
10 Years (annualized)
+18.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BSFIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.36%
Peer Avg (YTD)
+18.52%
vs Peers
-15.16%

BSFIX Mutual Fund Performance

BSFIX performance across multiple time periods: 1-month 6.02%, YTD 3.36%, 1-year 2.61%, 3-year 13.39%, 5-year 7.58%, 10-year 18.62%.

BSFIX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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