BNUEX Mutual Fund

NAV$13.50

Returns Overview

1 Month
+2.66%
3 Months
+3.05%
6 Months
+3.77%
YTD
+6.55%
1 Year
+16.60%
3 Years (annualized)
+14.65%
5 Years (annualized)
+7.08%
10 Years (annualized)
+9.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BNUEX 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 ACWI ex US Index
This Mutual Fund (YTD)
+6.55%
Peer Avg (YTD)
+9.13%
vs Peers
-2.58%

BNUEX Mutual Fund Performance

BNUEX performance across multiple time periods: 1-month 2.66%, YTD 6.55%, 1-year 16.60%, 3-year 14.65%, 5-year 7.08%, 10-year 9.03%.

BNUEX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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