BFICX Mutual Fund

NAV$9.30

Returns Overview

1 Month
-0.75%
3 Months
-1.80%
6 Months
-0.85%
YTD
-0.75%
1 Year
+1.71%
3 Years (annualized)
+2.84%
5 Years (annualized)
-0.62%
10 Years (annualized)
+1.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BFICX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
-0.75%
Peer Avg (YTD)
+3.23%
vs Peers
-3.97%

BFICX Mutual Fund Performance

BFICX performance across multiple time periods: 1-month -0.75%, YTD -0.75%, 1-year 1.71%, 3-year 2.84%, 5-year -0.62%, 10-year 1.44%.

BFICX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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