BSFIX Mutual Fund

BSFIX Mutual Fund

NAV$29.49
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Returns Overview

1 Month
-8.53%
3 Months
-7.69%
6 Months
+3.91%
YTD
-4.58%
1 Year
-5.79%
3 Years (annualized)
+8.01%
5 Years (annualized)
+0.59%
10 Years (annualized)
+10.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BSFIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-4.58%
Peer Avg (YTD)
+10.34%
vs Peers
-14.93%

BSFIX Mutual Fund Performance

BSFIX performance across multiple time periods: 1-month -8.53%, YTD -4.58%, 1-year -5.79%, 3-year 8.01%, 5-year 0.59%, 10-year 10.56%.

BSFIX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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