BFSIX Mutual Fund

NAV$27.51

Returns Overview

1 Month
-3.74%
3 Months
+4.42%
6 Months
-0.15%
YTD
-0.54%
1 Year
+7.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BFSIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
-0.54%
Peer Avg (YTD)
+9.51%
vs Peers
-10.04%

BFSIX Mutual Fund Performance

BFSIX performance across multiple time periods: 1-month -3.74%, YTD -0.54%, 1-year 7.49%.

BFSIX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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