BBMIX Mutual Fund

NAV$11.49
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Returns Overview

1 Month
-1.37%
3 Months
-3.10%
6 Months
+4.90%
YTD
-3.18%
1 Year
-4.90%
3 Years (annualized)
+9.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BBMIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Total Return Index(^RMCCTR)
This Mutual Fund (YTD)
-3.18%
Peer Avg (YTD)
+8.40%
vs Peers
-11.58%

BBMIX Mutual Fund Performance

BBMIX performance across multiple time periods: 1-month -1.37%, YTD -3.18%, 1-year -4.90%, 3-year 9.57%.

BBMIX returns trail the peer average of 8.40% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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