BBISX Mutual Fund

BBISX Mutual Fund

NAV$44.37
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Returns Overview

1 Month
+3.23%
3 Months
+9.91%
6 Months
+16.12%
YTD
+26.10%
1 Year
+36.83%
3 Years (annualized)
+26.08%
5 Years (annualized)
+15.94%
10 Years (annualized)
+13.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BBISX 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
Bloomberg US 1000 Value Index
This Mutual Fund (YTD)
+26.10%
Peer Avg (YTD)
+12.44%
vs Peers
+13.66%

BBISX Mutual Fund Performance

BBISX performance across multiple time periods: 1-month 3.23%, YTD 26.10%, 1-year 36.83%, 3-year 26.08%, 5-year 15.94%, 10-year 13.45%.

BBISX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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