BUIOX Mutual Fund

BUIOX Mutual Fund

NAV$18.55
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Returns Overview

1 Month
-7.26%
3 Months
+7.79%
6 Months
+9.20%
YTD
+11.45%
1 Year
+16.36%
3 Years (annualized)
+5.56%
5 Years (annualized)
-2.05%
10 Years (annualized)
+10.33%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+11.45%
Peer Avg (YTD)
+15.31%
vs Peers
-3.86%

BUIOX Mutual Fund Performance

BUIOX performance across multiple time periods: 1-month -7.26%, YTD 11.45%, 1-year 16.36%, 3-year 5.56%, 5-year -2.05%, 10-year 10.33%.

BUIOX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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