BUIDX Mutual Fund

NAV$38.62

Returns Overview

1 Month
-0.23%
3 Months
+8.19%
6 Months
+7.19%
YTD
+6.91%
1 Year
+13.29%
3 Years (annualized)
+15.12%
5 Years (annualized)
+10.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BUIDX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+6.91%
Peer Avg (YTD)
+9.51%
vs Peers
-2.60%

BUIDX Mutual Fund Performance

BUIDX performance across multiple time periods: 1-month -0.23%, YTD 6.91%, 1-year 13.29%, 3-year 15.12%, 5-year 10.52%.

BUIDX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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