BIPSX Mutual Fund

BIPSX Mutual Fund

NAV$43.41
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Returns Overview

1 Month
-4.97%
3 Months
-2.31%
6 Months
+32.49%
YTD
+39.86%
1 Year
+84.77%
3 Years (annualized)
+32.72%
5 Years (annualized)
+11.28%
10 Years (annualized)
+13.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIPSX 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
S&P Total Market Index(^SPTMCDUP:SP)
This Mutual Fund (YTD)
+39.86%
Peer Avg (YTD)
+5.41%
vs Peers
+34.44%

BIPSX Mutual Fund Performance

BIPSX performance across multiple time periods: 1-month -4.97%, YTD 39.86%, 1-year 84.77%, 3-year 32.72%, 5-year 11.28%, 10-year 13.42%.

BIPSX returns outperform the peer average of 5.41% YTD. With an expense ratio of 2.52%, investors should weigh costs against performance when evaluating this mutual fund.

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