BSICX Mutual Fund

BSICX Mutual Fund

NAV$9.48
See how much of BSICX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.66%
3 Months
-2.15%
6 Months
+0.30%
YTD
-0.41%
1 Year
+0.91%
3 Years (annualized)
+5.69%
5 Years (annualized)
+1.97%
10 Years (annualized)
+2.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BSICX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
-0.41%
Peer Avg (YTD)
+0.50%
vs Peers
-0.90%

BSICX Mutual Fund Performance

BSICX performance across multiple time periods: 1-month -1.66%, YTD -0.41%, 1-year 0.91%, 3-year 5.69%, 5-year 1.97%, 10-year 2.23%.

BSICX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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