BUISX Mutual Fund

NAV$16.69

Returns Overview

1 Month
-4.52%
3 Months
+3.79%
6 Months
+4.18%
YTD
+10.31%
1 Year
+23.62%
3 Years (annualized)
+7.41%
5 Years (annualized)
-0.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BUISX 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)
+10.31%
Peer Avg (YTD)
+18.52%
vs Peers
-8.21%

BUISX Mutual Fund Performance

BUISX performance across multiple time periods: 1-month -4.52%, YTD 10.31%, 1-year 23.62%, 3-year 7.41%, 5-year -0.73%.

BUISX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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