BUIDX Mutual Fund

BUIDX Mutual Fund

NAV$39.38
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Returns Overview

1 Month
-1.69%
3 Months
+2.79%
6 Months
+11.22%
YTD
+9.90%
1 Year
+11.31%
3 Years (annualized)
+15.18%
5 Years (annualized)
+10.91%
10 Years (annualized)
+12.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BUIDX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+9.90%
Peer Avg (YTD)
+9.98%
vs Peers
-0.08%

BUIDX Mutual Fund Performance

BUIDX performance across multiple time periods: 1-month -1.69%, YTD 9.90%, 1-year 11.31%, 3-year 15.18%, 5-year 10.91%, 10-year 12.92%.

BUIDX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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