BBIIX Mutual Fund

BBIIX Mutual Fund

NAV$10.26
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Returns Overview

1 Month
-1.33%
3 Months
-0.47%
6 Months
-0.37%
YTD
+0.59%
1 Year
+4.53%
3 Years (annualized)
+3.96%
5 Years (annualized)
+1.39%
10 Years (annualized)
+2.49%

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
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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
Barclays Capital Municipal Bond 1-15 Year Blend Index
This Mutual Fund (YTD)
+0.59%
Peer Avg (YTD)
+0.23%
vs Peers
+0.36%

BBIIX Mutual Fund Performance

BBIIX performance across multiple time periods: 1-month -1.33%, YTD 0.59%, 1-year 4.53%, 3-year 3.96%, 5-year 1.39%, 10-year 2.49%.

BBIIX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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