BSIKX Mutual Fund

BSIKX Mutual Fund

NAV$9.48
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Returns Overview

1 Month
+0.62%
3 Months
+0.18%
6 Months
+0.26%
YTD
+2.00%
1 Year
+4.56%
3 Years (annualized)
+6.75%
5 Years (annualized)
+3.17%
10 Years (annualized)
+3.22%

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)
+2.00%
Peer Avg (YTD)
+2.15%
vs Peers
-0.15%

BSIKX Mutual Fund Performance

BSIKX performance across multiple time periods: 1-month 0.62%, YTD 2.00%, 1-year 4.56%, 3-year 6.75%, 5-year 3.17%, 10-year 3.22%.

BSIKX returns trail the peer average of 2.15% 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.