BIASX Mutual Fund

NAV$22.31

Returns Overview

1 Month
+2.11%
3 Months
+9.63%
6 Months
+10.56%
YTD
+16.08%
1 Year
+21.68%
3 Years (annualized)
+10.74%
5 Years (annualized)
+3.28%
10 Years (annualized)
+10.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIASX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+16.08%
Peer Avg (YTD)
+18.52%
vs Peers
-2.45%

BIASX Mutual Fund Performance

BIASX performance across multiple time periods: 1-month 2.11%, YTD 16.08%, 1-year 21.68%, 3-year 10.74%, 5-year 3.28%, 10-year 10.28%.

BIASX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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