BBNIX Mutual Fund

NAV$8.74

Returns Overview

3 Months
+0.47%
6 Months
+0.59%
YTD
+0.59%
1 Year
+3.60%
3 Years (annualized)
+5.77%
5 Years (annualized)
+1.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BBNIX 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 Barclays US Aggregate ABS Index
This Mutual Fund (YTD)
+0.59%
Peer Avg (YTD)
+3.23%
vs Peers
-2.64%

BBNIX Mutual Fund Performance

BBNIX performance across multiple time periods: YTD 0.59%, 1-year 3.60%, 3-year 5.77%, 5-year 1.11%.

BBNIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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