BBCPX Mutual Fund

BBCPX Mutual Fund

NAV$8.58
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Returns Overview

1 Month
+1.79%
3 Months
-0.88%
6 Months
-1.55%
YTD
-1.28%
1 Year
-0.76%
3 Years (annualized)
+6.07%
5 Years (annualized)
+0.45%
10 Years (annualized)
+2.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BBCPX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.28%
Peer Avg (YTD)
-1.17%
vs Peers
-0.11%

BBCPX Mutual Fund Performance

BBCPX performance across multiple time periods: 1-month 1.79%, YTD -1.28%, 1-year -0.76%, 3-year 6.07%, 5-year 0.45%, 10-year 2.22%.

BBCPX returns trail the peer average of -1.17% YTD. With an expense ratio of 0.16%, investors should weigh costs against performance when evaluating this mutual fund.

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