AIBBX Mutual Fund

AIBBX Mutual Fund

NAV$17.14
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Returns Overview

1 Month
+0.83%
3 Months
+6.95%
6 Months
+10.41%
YTD
+15.88%
1 Year
+23.54%
3 Years (annualized)
+8.90%
5 Years (annualized)
+4.85%
10 Years (annualized)
+8.30%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+15.88%
Peer Avg (YTD)
+15.31%
vs Peers
+0.56%

AIBBX Mutual Fund Performance

AIBBX performance across multiple time periods: 1-month 0.83%, YTD 15.88%, 1-year 23.54%, 3-year 8.90%, 5-year 4.85%, 10-year 8.30%.

AIBBX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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