BUIOX Mutual Fund

NAV$19.63

Returns Overview

1 Month
+8.47%
3 Months
+27.42%
6 Months
+20.90%
YTD
+20.17%
1 Year
+30.00%
3 Years (annualized)
+9.00%
5 Years (annualized)
+1.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BUIOX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+20.17%
Peer Avg (YTD)
+18.52%
vs Peers
+1.64%

BUIOX Mutual Fund Performance

BUIOX performance across multiple time periods: 1-month 8.47%, YTD 20.17%, 1-year 30.00%, 3-year 9.00%, 5-year 1.98%.

BUIOX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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