BBISX Mutual Fund

NAV$44.70

Returns Overview

1 Month
+2.99%
3 Months
+13.26%
6 Months
+18.16%
YTD
+16.63%
1 Year
+31.48%
3 Years (annualized)
+23.99%
5 Years (annualized)
+15.08%
10 Years (annualized)
+13.03%

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
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
Bloomberg US 1000 Value Index
This Mutual Fund (YTD)
+16.63%
Peer Avg (YTD)
+9.49%
vs Peers
+7.14%

BBISX Mutual Fund Performance

BBISX performance across multiple time periods: 1-month 2.99%, YTD 16.63%, 1-year 31.48%, 3-year 23.99%, 5-year 15.08%, 10-year 13.03%.

BBISX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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