BEXUX Mutual Fund

BEXUX Mutual Fund

NAV$21.92
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Returns Overview

1 Month
+0.09%
3 Months
-3.39%
6 Months
+15.55%
YTD
+13.48%
1 Year
+14.63%
3 Years (annualized)
+19.01%
5 Years (annualized)
+4.06%
10 Years (annualized)
+7.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BEXUX 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 Market index(^MXEF)
This Mutual Fund (YTD)
+13.48%
Peer Avg (YTD)
+20.48%
vs Peers
-7.00%

BEXUX Mutual Fund Performance

BEXUX performance across multiple time periods: 1-month 0.09%, YTD 13.48%, 1-year 14.63%, 3-year 19.01%, 5-year 4.06%, 10-year 7.20%.

BEXUX returns trail the peer average of 20.48% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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