BUFIX Mutual Fund

NAV$26.94

Returns Overview

1 Month
-4.06%
3 Months
+4.99%
6 Months
+6.99%
YTD
+11.60%
1 Year
+20.51%
3 Years (annualized)
+12.31%
5 Years (annualized)
+6.40%
10 Years (annualized)
+10.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BUFIX 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
FTSE All World ex USA Index(^AW02)
This Mutual Fund (YTD)
+11.60%
Peer Avg (YTD)
+11.18%
vs Peers
+0.42%

BUFIX Mutual Fund Performance

BUFIX performance across multiple time periods: 1-month -4.06%, YTD 11.60%, 1-year 20.51%, 3-year 12.31%, 5-year 6.40%, 10-year 10.95%.

BUFIX returns outperform the peer average of 11.18% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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