BBIEX Mutual Fund

BBIEX Mutual Fund

NAV$15.87
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Returns Overview

1 Month
-0.32%
3 Months
-2.43%
6 Months
+3.16%
YTD
+7.18%
1 Year
+11.08%
3 Years (annualized)
+17.95%
5 Years (annualized)
+4.90%
10 Years (annualized)
+8.04%

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)
+7.18%
Peer Avg (YTD)
+8.05%
vs Peers
-0.88%

BBIEX Mutual Fund Performance

BBIEX performance across multiple time periods: 1-month -0.32%, YTD 7.18%, 1-year 11.08%, 3-year 17.95%, 5-year 4.90%, 10-year 8.04%.

BBIEX returns trail the peer average of 8.05% 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.