BUISX Mutual Fund

BUISX Mutual Fund

NAV$16.64
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Returns Overview

1 Month
-2.16%
3 Months
-7.56%
6 Months
+16.66%
YTD
+10.64%
1 Year
+12.05%
3 Years (annualized)
+6.06%
5 Years (annualized)
-3.59%
10 Years (annualized)
+10.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BUISX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+10.64%
Peer Avg (YTD)
+10.34%
vs Peers
+0.30%

BUISX Mutual Fund Performance

BUISX performance across multiple time periods: 1-month -2.16%, YTD 10.64%, 1-year 12.05%, 3-year 6.06%, 5-year -3.59%, 10-year 10.16%.

BUISX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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