BUIMX Mutual Fund

NAV$14.65

Returns Overview

1 Month
+4.42%
3 Months
+11.37%
6 Months
+1.15%
YTD
+1.15%
1 Year
-5.11%
3 Years (annualized)
+6.76%
5 Years (annualized)
+1.51%

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
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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+1.15%
Peer Avg (YTD)
+10.82%
vs Peers
-9.66%

BUIMX Mutual Fund Performance

BUIMX performance across multiple time periods: 1-month 4.42%, YTD 1.15%, 1-year -5.11%, 3-year 6.76%, 5-year 1.51%.

BUIMX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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