BEOIX Mutual Fund

NAV$15.46

Returns Overview

1 Month
-4.33%
3 Months
+10.59%
6 Months
+24.08%
YTD
+37.18%
1 Year
+79.12%
3 Years (annualized)
+28.72%
5 Years (annualized)
+16.00%
10 Years (annualized)
+12.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BEOIX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI Emerging Markets Value Index(^MSEMV)
This Mutual Fund (YTD)
+37.18%
Peer Avg (YTD)
+9.49%
vs Peers
+27.69%

BEOIX Mutual Fund Performance

BEOIX performance across multiple time periods: 1-month -4.33%, YTD 37.18%, 1-year 79.12%, 3-year 28.72%, 5-year 16.00%, 10-year 12.91%.

BEOIX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

BEOIX performance comparison shows side-by-side returns with another fund. BEOIX alternatives are available in the Mutual Fund Screener.