BSIIX Mutual Fund

NAV$9.69

Returns Overview

1 Month
+0.49%
3 Months
+2.65%
6 Months
+2.28%
YTD
+2.18%
1 Year
+6.17%
3 Years (annualized)
+6.97%
5 Years (annualized)
+3.16%
10 Years (annualized)
+3.23%

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
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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+2.18%
Peer Avg (YTD)
+3.23%
vs Peers
-1.05%

BSIIX Mutual Fund Performance

BSIIX performance across multiple time periods: 1-month 0.49%, YTD 2.18%, 1-year 6.17%, 3-year 6.97%, 5-year 3.16%, 10-year 3.23%.

BSIIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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