BUIBX Mutual Fund

NAV$23.55

Returns Overview

1 Month
-2.99%
3 Months
+0.95%
6 Months
+8.68%
YTD
+8.47%
1 Year
+14.10%
3 Years (annualized)
+12.53%
5 Years (annualized)
+10.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BUIBX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+8.47%
Peer Avg (YTD)
+9.49%
vs Peers
-1.02%

BUIBX Mutual Fund Performance

BUIBX performance across multiple time periods: 1-month -2.99%, YTD 8.47%, 1-year 14.10%, 3-year 12.53%, 5-year 10.81%.

BUIBX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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