BESIX Mutual Fund

BESIX Mutual Fund

NAV$26.64
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Returns Overview

1 Month
-1.01%
3 Months
-2.50%
6 Months
+12.81%
YTD
+18.20%
1 Year
+20.72%
3 Years (annualized)
+16.64%
5 Years (annualized)
+7.93%
10 Years (annualized)
+10.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BESIX 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
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📉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
MSCI Emerging Markets Small Cap Index(M1EFSC)
This Mutual Fund (YTD)
+18.20%
Peer Avg (YTD)
+20.48%
vs Peers
-2.29%

BESIX Mutual Fund Performance

BESIX performance across multiple time periods: 1-month -1.01%, YTD 18.20%, 1-year 20.72%, 3-year 16.64%, 5-year 7.93%, 10-year 10.03%.

BESIX returns trail the peer average of 20.48% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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