BBIEX Mutual Fund

NAV$16.23

Returns Overview

3 Months
+7.91%
6 Months
+7.46%
YTD
+6.36%
1 Year
+9.14%
3 Years (annualized)
+13.03%
5 Years (annualized)
+5.99%
10 Years (annualized)
+8.80%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+6.36%
Peer Avg (YTD)
+9.13%
vs Peers
-2.78%

BBIEX Mutual Fund Performance

BBIEX performance across multiple time periods: YTD 6.36%, 1-year 9.14%, 3-year 13.03%, 5-year 5.99%, 10-year 8.80%.

BBIEX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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