BXIYX Mutual Fund

BXIYX Mutual Fund

NAV$7.46
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Returns Overview

1 Month
+0.49%
3 Months
+2.16%
6 Months
+1.52%
YTD
+1.52%
1 Year
+3.60%
3 Years (annualized)
+7.83%
5 Years (annualized)
+3.60%
10 Years (annualized)
+5.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BXIYX 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
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
+1.52%
Peer Avg (YTD)
+0.99%
vs Peers
+0.53%

BXIYX Mutual Fund Performance

BXIYX performance across multiple time periods: 1-month 0.49%, YTD 1.52%, 1-year 3.60%, 3-year 7.83%, 5-year 3.60%, 10-year 5.16%.

BXIYX returns outperform the peer average of 0.99% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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