BUFEX Mutual Fund

BUFEX Mutual Fund

NAV$63.52
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Returns Overview

1 Month
-0.59%
3 Months
+2.67%
6 Months
+6.94%
YTD
+6.46%
1 Year
+12.62%
3 Years (annualized)
+19.66%
5 Years (annualized)
+11.20%
10 Years (annualized)
+15.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BUFEX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.46%
Peer Avg (YTD)
+6.23%
vs Peers
+0.23%

BUFEX Mutual Fund Performance

BUFEX performance across multiple time periods: 1-month -0.59%, YTD 6.46%, 1-year 12.62%, 3-year 19.66%, 5-year 11.20%, 10-year 15.54%.

BUFEX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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