BUIDX Mutual Fund

BUIDX Mutual Fund

NAV$38.96
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Returns Overview

1 Month
+3.01%
3 Months
+3.82%
6 Months
+7.78%
YTD
+10.13%
1 Year
+15.76%
3 Years (annualized)
+15.17%
5 Years (annualized)
+10.90%
10 Years (annualized)
+12.92%

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
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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 1000 Index(^RUI)
This Mutual Fund (YTD)
+10.13%
Peer Avg (YTD)
+9.41%
vs Peers
+0.72%

BUIDX Mutual Fund Performance

BUIDX performance across multiple time periods: 1-month 3.01%, YTD 10.13%, 1-year 15.76%, 3-year 15.17%, 5-year 10.90%, 10-year 12.92%.

BUIDX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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