BBMUX Mutual Fund

NAV$9.87

Returns Overview

1 Month
+0.60%
3 Months
+2.05%
6 Months
+1.95%
YTD
+1.95%
1 Year
+6.32%
3 Years (annualized)
+4.26%
5 Years (annualized)
+1.50%
10 Years (annualized)
+2.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BBMUX 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

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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
Bloomberg Barclays 1-15 Year Municipal Bond Index(I06112US)
This Mutual Fund (YTD)
+1.95%
Peer Avg (YTD)
+1.79%
vs Peers
+0.16%

BBMUX Mutual Fund Performance

BBMUX performance across multiple time periods: 1-month 0.60%, YTD 1.95%, 1-year 6.32%, 3-year 4.26%, 5-year 1.50%, 10-year 2.23%.

BBMUX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.12%, investors should weigh costs against performance when evaluating this mutual fund.

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