BUIBX Mutual Fund

BUIBX Mutual Fund

NAV$24.42
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Returns Overview

1 Month
-3.60%
3 Months
+6.50%
6 Months
+7.51%
YTD
+15.52%
1 Year
+17.50%
3 Years (annualized)
+14.53%
5 Years (annualized)
+12.41%
10 Years (annualized)
+10.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BUIBX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+15.52%
Peer Avg (YTD)
+10.00%
vs Peers
+5.53%

BUIBX Mutual Fund Performance

BUIBX performance across multiple time periods: 1-month -3.60%, YTD 15.52%, 1-year 17.50%, 3-year 14.53%, 5-year 12.41%, 10-year 10.04%.

BUIBX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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