BUIEX Mutual Fund

BUIEX Mutual Fund

NAV$64.50
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Returns Overview

1 Month
+1.18%
3 Months
+3.44%
6 Months
+20.00%
YTD
+10.86%
1 Year
+11.79%
3 Years (annualized)
+21.10%
5 Years (annualized)
+11.20%
10 Years (annualized)
+15.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BUIEX 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)
+10.86%
Peer Avg (YTD)
+8.68%
vs Peers
+2.18%

BUIEX Mutual Fund Performance

BUIEX performance across multiple time periods: 1-month 1.18%, YTD 10.86%, 1-year 11.79%, 3-year 21.10%, 5-year 11.20%, 10-year 15.65%.

BUIEX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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