BBLIX Mutual Fund

BBLIX Mutual Fund

NAV$16.06
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Returns Overview

1 Month
-0.34%
3 Months
+3.78%
6 Months
+13.45%
YTD
+13.67%
1 Year
+13.58%
3 Years (annualized)
+18.78%
5 Years (annualized)
+13.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BBLIX 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
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📉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)
+13.67%
Peer Avg (YTD)
+17.27%
vs Peers
-3.61%

BBLIX Mutual Fund Performance

BBLIX performance across multiple time periods: 1-month -0.34%, YTD 13.67%, 1-year 13.58%, 3-year 18.78%, 5-year 13.32%.

BBLIX returns trail the peer average of 17.27% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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