BIASX Mutual Fund

BIASX Mutual Fund

NAV$21.89
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Returns Overview

1 Month
-3.76%
3 Months
-5.37%
6 Months
+13.82%
YTD
+11.81%
1 Year
+14.38%
3 Years (annualized)
+8.76%
5 Years (annualized)
+1.70%
10 Years (annualized)
+8.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIASX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+11.81%
Peer Avg (YTD)
+10.34%
vs Peers
+1.47%

BIASX Mutual Fund Performance

BIASX performance across multiple time periods: 1-month -3.76%, YTD 11.81%, 1-year 14.38%, 3-year 8.76%, 5-year 1.70%, 10-year 8.94%.

BIASX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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