BBIEX Mutual Fund

BBIEX Mutual Fund

NAV$15.89
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Returns Overview

1 Month
+3.28%
3 Months
+5.72%
6 Months
+6.21%
YTD
+10.98%
1 Year
+20.90%
3 Years (annualized)
+15.02%
5 Years (annualized)
+7.70%
10 Years (annualized)
+9.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BBIEX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+10.98%
Peer Avg (YTD)
+9.42%
vs Peers
+1.56%

BBIEX Mutual Fund Performance

BBIEX performance across multiple time periods: 1-month 3.28%, YTD 10.98%, 1-year 20.90%, 3-year 15.02%, 5-year 7.70%, 10-year 9.27%.

BBIEX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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