BSIKX Mutual Fund

NAV$9.70

Returns Overview

1 Month
+0.50%
3 Months
+2.67%
6 Months
+2.33%
YTD
+2.33%
1 Year
+6.26%
3 Years (annualized)
+7.06%
5 Years (annualized)
+3.30%
10 Years (annualized)
+3.35%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+2.33%
Peer Avg (YTD)
+3.23%
vs Peers
-0.90%

BSIKX Mutual Fund Performance

BSIKX performance across multiple time periods: 1-month 0.50%, YTD 2.33%, 1-year 6.26%, 3-year 7.06%, 5-year 3.30%, 10-year 3.35%.

BSIKX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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