BBNIX Mutual Fund

BBNIX Mutual Fund

NAV$8.56
See how much of BBNIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.78%
3 Months
-0.39%
6 Months
-1.03%
YTD
-0.61%
1 Year
-0.20%
3 Years (annualized)
+6.59%
5 Years (annualized)
+0.72%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Aggregate ABS Index
This Mutual Fund (YTD)
-0.61%
Peer Avg (YTD)
+1.93%
vs Peers
-2.54%

BBNIX Mutual Fund Performance

BBNIX performance across multiple time periods: 1-month 1.78%, YTD -0.61%, 1-year -0.20%, 3-year 6.59%, 5-year 0.72%.

BBNIX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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