BUIGX Mutual Fund

NAV$24.29

Returns Overview

1 Month
+0.13%
3 Months
+8.76%
6 Months
+6.57%
YTD
+6.43%
1 Year
+14.72%
3 Years (annualized)
+13.28%
5 Years (annualized)
+9.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BUIGX 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
CBOE S&P 500 Index(^VIX500)
This Mutual Fund (YTD)
+6.43%
Peer Avg (YTD)
+3.47%
vs Peers
+2.95%

BUIGX Mutual Fund Performance

BUIGX performance across multiple time periods: 1-month 0.13%, YTD 6.43%, 1-year 14.72%, 3-year 13.28%, 5-year 9.12%.

BUIGX returns outperform the peer average of 3.47% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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