BUIOX Mutual Fund

BUIOX Mutual Fund

NAV$17.37
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Returns Overview

1 Month
-3.24%
3 Months
-9.68%
6 Months
+15.09%
YTD
+8.54%
1 Year
+8.19%
3 Years (annualized)
+8.28%
5 Years (annualized)
+0.78%
10 Years (annualized)
+10.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BUIOX 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)
+8.54%
Peer Avg (YTD)
+10.34%
vs Peers
-1.80%

BUIOX Mutual Fund Performance

BUIOX performance across multiple time periods: 1-month -3.24%, YTD 8.54%, 1-year 8.19%, 3-year 8.28%, 5-year 0.78%, 10-year 10.33%.

BUIOX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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