BSIKX Mutual Fund

BSIKX Mutual Fund

NAV$9.67
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Returns Overview

1 Month
-0.93%
3 Months
+0.60%
6 Months
+0.44%
YTD
+1.38%
1 Year
+5.07%
3 Years (annualized)
+6.44%
5 Years (annualized)
+3.12%
10 Years (annualized)
+3.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BSIKX 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)
+1.38%
Peer Avg (YTD)
+0.12%
vs Peers
+1.26%

BSIKX Mutual Fund Performance

BSIKX performance across multiple time periods: 1-month -0.93%, YTD 1.38%, 1-year 5.07%, 3-year 6.44%, 5-year 3.12%, 10-year 3.16%.

BSIKX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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