BEOIX Mutual Fund

BEOIX Mutual Fund

NAV$16.25
See how much of BEOIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.66%
3 Months
+0.98%
6 Months
+38.80%
YTD
+46.32%
1 Year
+61.64%
3 Years (annualized)
+31.59%
5 Years (annualized)
+14.65%
10 Years (annualized)
+12.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BEOIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Markets Value Index(^MSEMV)
This Mutual Fund (YTD)
+46.32%
Peer Avg (YTD)
+10.00%
vs Peers
+36.32%

BEOIX Mutual Fund Performance

BEOIX performance across multiple time periods: 1-month -2.66%, YTD 46.32%, 1-year 61.64%, 3-year 31.59%, 5-year 14.65%, 10-year 12.26%.

BEOIX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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