BUFIX Mutual Fund

BUFIX Mutual Fund

NAV$27.03
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Returns Overview

1 Month
-2.28%
3 Months
-5.19%
6 Months
+16.94%
YTD
+13.50%
1 Year
+15.69%
3 Years (annualized)
+12.35%
5 Years (annualized)
+4.38%
10 Years (annualized)
+9.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BUFIX 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
FTSE Global All Cap ex USA Index(^VXUSI)
This Mutual Fund (YTD)
+13.50%
Peer Avg (YTD)
+10.69%
vs Peers
+2.81%

BUFIX Mutual Fund Performance

BUFIX performance across multiple time periods: 1-month -2.28%, YTD 13.50%, 1-year 15.69%, 3-year 12.35%, 5-year 4.38%, 10-year 9.95%.

BUFIX returns outperform the peer average of 10.69% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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