BSIYX Mutual Fund

BSIYX Mutual Fund

NAV$14.21
See how much of BSIYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.30%
3 Months
-7.30%
6 Months
+12.49%
YTD
+12.23%
1 Year
+15.75%
3 Years (annualized)
+16.13%
5 Years (annualized)
+5.97%
10 Years (annualized)
+10.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BSIYX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+12.23%
Peer Avg (YTD)
+10.34%
vs Peers
+1.88%

BSIYX Mutual Fund Performance

BSIYX performance across multiple time periods: 1-month -5.30%, YTD 12.23%, 1-year 15.75%, 3-year 16.13%, 5-year 5.97%, 10-year 10.19%.

BSIYX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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