BUIIX Mutual Fund

BUIIX Mutual Fund

NAV$27.06
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Returns Overview

1 Month
-2.28%
3 Months
-5.15%
6 Months
+17.02%
YTD
+13.63%
1 Year
+15.82%
3 Years (annualized)
+12.54%
5 Years (annualized)
+4.54%
10 Years (annualized)
+10.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BUIIX 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
FTSE Global All Cap ex USA Index(^VXUSI)
This Mutual Fund (YTD)
+13.63%
Peer Avg (YTD)
+10.69%
vs Peers
+2.94%

BUIIX Mutual Fund Performance

BUIIX performance across multiple time periods: 1-month -2.28%, YTD 13.63%, 1-year 15.82%, 3-year 12.54%, 5-year 4.54%, 10-year 10.04%.

BUIIX returns outperform the peer average of 10.69% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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