BBBIX Mutual Fund

BBBIX Mutual Fund

NAV$10.39
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Returns Overview

3 Months
+0.58%
6 Months
+1.31%
YTD
+2.03%
1 Year
+3.64%
3 Years (annualized)
+5.70%
5 Years (annualized)
+4.07%
10 Years (annualized)
+3.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BBBIX 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
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🏦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
Bloomberg Barclays US Aggregate ABS Index
This Mutual Fund (YTD)
+2.03%
Peer Avg (YTD)
+2.15%
vs Peers
-0.13%

BBBIX Mutual Fund Performance

BBBIX performance across multiple time periods: YTD 2.03%, 1-year 3.64%, 3-year 5.70%, 5-year 4.07%, 10-year 3.37%.

BBBIX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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