BBNIX Mutual Fund

BBNIX Mutual Fund

NAV$8.71
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Returns Overview

1 Month
-1.69%
3 Months
-1.53%
6 Months
-1.30%
YTD
-1.11%
1 Year
+2.07%
3 Years (annualized)
+5.05%
5 Years (annualized)
+0.52%

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
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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
Bloomberg Barclays US Aggregate ABS Index
This Mutual Fund (YTD)
-1.11%
Peer Avg (YTD)
+0.12%
vs Peers
-1.23%

BBNIX Mutual Fund Performance

BBNIX performance across multiple time periods: 1-month -1.69%, YTD -1.11%, 1-year 2.07%, 3-year 5.05%, 5-year 0.52%.

BBNIX returns trail the peer average of 0.12% 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.