BSICX Mutual Fund

BSICX Mutual Fund

NAV$9.66
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Returns Overview

1 Month
-1.02%
3 Months
+0.43%
6 Months
+0.01%
YTD
+0.75%
1 Year
+3.95%
3 Years (annualized)
+5.34%
5 Years (annualized)
+1.93%
10 Years (annualized)
+2.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BSICX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+0.75%
Peer Avg (YTD)
+0.12%
vs Peers
+0.63%

BSICX Mutual Fund Performance

BSICX performance across multiple time periods: 1-month -1.02%, YTD 0.75%, 1-year 3.95%, 3-year 5.34%, 5-year 1.93%, 10-year 2.18%.

BSICX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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