BUIEX Mutual Fund

NAV$66.06
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Returns Overview

1 Month
-2.32%
3 Months
+16.00%
6 Months
+7.13%
YTD
+7.16%
1 Year
+17.69%
3 Years (annualized)
+22.19%
5 Years (annualized)
+18.05%

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
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📉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

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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 Growth Index(^RLG)
This Mutual Fund (YTD)
+7.16%
Peer Avg (YTD)
+8.97%
vs Peers
-1.81%

BUIEX Mutual Fund Performance

BUIEX performance across multiple time periods: 1-month -2.32%, YTD 7.16%, 1-year 17.69%, 3-year 22.19%, 5-year 18.05%.

BUIEX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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