BSIIX Mutual Fund

BSIIX Mutual Fund

NAV$9.44
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Returns Overview

1 Month
+0.21%
3 Months
-0.77%
6 Months
-0.21%
YTD
+0.44%
1 Year
+1.31%
3 Years (annualized)
+6.75%
5 Years (annualized)
+3.06%
10 Years (annualized)
+3.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BSIIX 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)
+0.44%
Peer Avg (YTD)
+1.93%
vs Peers
-1.49%

BSIIX Mutual Fund Performance

BSIIX performance across multiple time periods: 1-month 0.21%, YTD 0.44%, 1-year 1.31%, 3-year 6.75%, 5-year 3.06%, 10-year 3.62%.

BSIIX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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