BUIMX Mutual Fund

BUIMX Mutual Fund

NAV$14.41
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Returns Overview

1 Month
-6.98%
3 Months
-1.42%
6 Months
-4.22%
YTD
-5.91%
1 Year
-12.45%
3 Years (annualized)
+1.44%
5 Years (annualized)
-1.52%
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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-5.91%
Peer Avg (YTD)
+9.54%
vs Peers
-15.45%

BUIMX Mutual Fund Performance

BUIMX performance across multiple time periods: 1-month -6.98%, YTD -5.91%, 1-year -12.45%, 3-year 1.44%, 5-year -1.52%, 10-year 7.56%.

BUIMX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.87%, 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.