BUIGX Mutual Fund

BUIGX Mutual Fund

NAV$24.42
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Returns Overview

1 Month
+0.29%
3 Months
+2.84%
6 Months
+5.89%
YTD
+6.74%
1 Year
+13.20%
3 Years (annualized)
+12.53%
5 Years (annualized)
+8.98%

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
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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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
CBOE S&P 500 Index(^VIX500)
This Mutual Fund (YTD)
+6.74%
Peer Avg (YTD)
+2.39%
vs Peers
+4.35%

BUIGX Mutual Fund Performance

BUIGX performance across multiple time periods: 1-month 0.29%, YTD 6.74%, 1-year 13.20%, 3-year 12.53%, 5-year 8.98%.

BUIGX returns outperform the peer average of 2.39% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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