BEXFX Mutual Fund

NAV$20.96

Returns Overview

1 Month
-6.34%
3 Months
-3.45%
6 Months
+3.97%
YTD
+7.76%
1 Year
+31.31%
3 Years (annualized)
+19.32%
5 Years (annualized)
+3.71%
10 Years (annualized)
+7.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BEXFX 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 Market index(^MXEF)
This Mutual Fund (YTD)
+7.76%
Peer Avg (YTD)
+23.08%
vs Peers
-15.31%

BEXFX Mutual Fund Performance

BEXFX performance across multiple time periods: 1-month -6.34%, YTD 7.76%, 1-year 31.31%, 3-year 19.32%, 5-year 3.71%, 10-year 7.95%.

BEXFX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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