BUIMX Mutual Fund

BUIMX Mutual Fund

NAV$13.30
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Returns Overview

1 Month
-6.03%
3 Months
-2.17%
6 Months
-3.56%
YTD
-7.95%
1 Year
-11.50%
3 Years (annualized)
+5.60%
5 Years (annualized)
-2.34%
10 Years (annualized)
+7.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BUIMX 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)
-7.95%
Peer Avg (YTD)
+8.01%
vs Peers
-15.96%

BUIMX Mutual Fund Performance

BUIMX performance across multiple time periods: 1-month -6.03%, YTD -7.95%, 1-year -11.50%, 3-year 5.60%, 5-year -2.34%, 10-year 7.56%.

BUIMX returns trail the peer average of 8.01% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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