BBIEX Mutual Fund

BBIEX Mutual Fund

NAV$15.79
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Returns Overview

1 Month
-3.44%
3 Months
+1.09%
6 Months
+9.08%
YTD
+7.52%
1 Year
+11.73%
3 Years (annualized)
+16.27%
5 Years (annualized)
+5.54%
10 Years (annualized)
+8.32%

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)
+7.52%
Peer Avg (YTD)
+9.29%
vs Peers
-1.77%

BBIEX Mutual Fund Performance

BBIEX performance across multiple time periods: 1-month -3.44%, YTD 7.52%, 1-year 11.73%, 3-year 16.27%, 5-year 5.54%, 10-year 8.32%.

BBIEX returns trail the peer average of 9.29% 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.