BISMX Mutual Fund

BISMX Mutual Fund

NAV$27.51
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Returns Overview

1 Month
-3.45%
3 Months
+9.03%
6 Months
+7.59%
YTD
+6.61%
1 Year
+9.90%
3 Years (annualized)
+29.51%
5 Years (annualized)
+18.73%
10 Years (annualized)
+11.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BISMX 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 ACWI ex USA Index
This Mutual Fund (YTD)
+6.61%
Peer Avg (YTD)
+7.86%
vs Peers
-1.26%

BISMX Mutual Fund Performance

BISMX performance across multiple time periods: 1-month -3.45%, YTD 6.61%, 1-year 9.90%, 3-year 29.51%, 5-year 18.73%, 10-year 11.90%.

BISMX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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