BLUIX Mutual Fund

BLUIX Mutual Fund

NAV$17.17
See how much of BLUIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.22%
3 Months
-5.12%
6 Months
+8.19%
YTD
+5.64%
1 Year
+9.01%
3 Years (annualized)
+14.64%
5 Years (annualized)
+6.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BLUIX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.64%
Peer Avg (YTD)
+7.86%
vs Peers
-2.23%

BLUIX Mutual Fund Performance

BLUIX performance across multiple time periods: 1-month -1.22%, YTD 5.64%, 1-year 9.01%, 3-year 14.64%, 5-year 6.65%.

BLUIX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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