AIBBX Mutual Fund

NAV$17.52

Returns Overview

1 Month
+5.55%
3 Months
+13.69%
6 Months
+15.40%
YTD
+14.93%
1 Year
+21.37%
3 Years (annualized)
+10.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIBBX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+14.93%
Peer Avg (YTD)
+18.52%
vs Peers
-3.60%

AIBBX Mutual Fund Performance

AIBBX performance across multiple time periods: 1-month 5.55%, YTD 14.93%, 1-year 21.37%, 3-year 10.59%.

AIBBX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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