BUSIX Mutual Fund

NAV$25.01

Returns Overview

3 Months
+0.81%
6 Months
+2.02%
YTD
+0.45%
1 Year
+4.44%
3 Years (annualized)
+5.13%
5 Years (annualized)
+3.30%
10 Years (annualized)
+2.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BUSIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.45%
Peer Avg (YTD)
+1.66%
vs Peers
-1.21%

BUSIX Mutual Fund Performance

BUSIX performance across multiple time periods: YTD 0.45%, 1-year 4.44%, 3-year 5.13%, 5-year 3.30%, 10-year 2.65%.

BUSIX returns trail the peer average of 1.66% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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