BIOUX Mutual Fund

NAV$63.96

Returns Overview

1 Month
+5.66%
3 Months
+27.08%
6 Months
+15.79%
YTD
+16.31%
1 Year
+27.73%
3 Years (annualized)
+30.32%
5 Years (annualized)
+13.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIOUX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.31%
Peer Avg (YTD)
+16.06%
vs Peers
+0.25%

BIOUX Mutual Fund Performance

BIOUX performance across multiple time periods: 1-month 5.66%, YTD 16.31%, 1-year 27.73%, 3-year 30.32%, 5-year 13.51%.

BIOUX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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