BSIYX Mutual Fund

BSIYX Mutual Fund

NAV$14.34
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Returns Overview

1 Month
+1.00%
3 Months
+1.49%
6 Months
+12.79%
YTD
+19.73%
1 Year
+26.05%
3 Years (annualized)
+16.13%
5 Years (annualized)
+5.97%
10 Years (annualized)
+10.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BSIYX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+19.73%
Peer Avg (YTD)
+15.20%
vs Peers
+4.53%

BSIYX Mutual Fund Performance

BSIYX performance across multiple time periods: 1-month 1.00%, YTD 19.73%, 1-year 26.05%, 3-year 16.13%, 5-year 5.97%, 10-year 10.19%.

BSIYX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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