BBIIX Mutual Fund

NAV$10.29

Returns Overview

1 Month
+0.19%
3 Months
+1.44%
6 Months
+1.63%
YTD
+1.63%
1 Year
+5.74%
3 Years (annualized)
+4.42%
5 Years (annualized)
+1.72%
10 Years (annualized)
+2.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BBIIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Barclays Capital Municipal Bond 1-15 Year Blend Index
This Mutual Fund (YTD)
+1.63%
Peer Avg (YTD)
+1.79%
vs Peers
-0.15%

BBIIX Mutual Fund Performance

BBIIX performance across multiple time periods: 1-month 0.19%, YTD 1.63%, 1-year 5.74%, 3-year 4.42%, 5-year 1.72%, 10-year 2.61%.

BBIIX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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