BIGUX Mutual Fund

BIGUX Mutual Fund

NAV$35.60
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Returns Overview

1 Month
-1.13%
3 Months
-0.59%
6 Months
+13.40%
YTD
+10.95%
1 Year
+8.88%
3 Years (annualized)
+13.78%
5 Years (annualized)
+1.64%
10 Years (annualized)
+8.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIGUX 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
MSCI AC World ex USA IMI Growth Index
This Mutual Fund (YTD)
+10.95%
Peer Avg (YTD)
+8.68%
vs Peers
+2.27%

BIGUX Mutual Fund Performance

BIGUX performance across multiple time periods: 1-month -1.13%, YTD 10.95%, 1-year 8.88%, 3-year 13.78%, 5-year 1.64%, 10-year 8.27%.

BIGUX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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