BSIYX Mutual Fund

BSIYX Mutual Fund

NAV$15.16
See how much of BSIYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.08%
3 Months
+4.90%
6 Months
+12.59%
YTD
+18.54%
1 Year
+33.68%
3 Years (annualized)
+13.74%
5 Years (annualized)
+6.21%
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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+18.54%
Peer Avg (YTD)
+15.31%
vs Peers
+3.23%

BSIYX Mutual Fund Performance

BSIYX performance across multiple time periods: 1-month -3.08%, YTD 18.54%, 1-year 33.68%, 3-year 13.74%, 5-year 6.21%, 10-year 10.19%.

BSIYX returns outperform the peer average of 15.31% 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.