BBSCX Mutual Fund

BBSCX Mutual Fund

NAV$8.37
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Returns Overview

3 Months
+0.61%
6 Months
+1.51%
YTD
+0.30%
1 Year
+3.92%
3 Years (annualized)
+4.50%
5 Years (annualized)
+1.74%
10 Years (annualized)
+1.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BBSCX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA 1-3 Year US Corporate & Government Index(^ICIBOFA13YUCGI)
This Mutual Fund (YTD)
+0.30%
Peer Avg (YTD)
+1.66%
vs Peers
-1.37%

BBSCX Mutual Fund Performance

BBSCX performance across multiple time periods: YTD 0.30%, 1-year 3.92%, 3-year 4.50%, 5-year 1.74%, 10-year 1.76%.

BBSCX returns trail the peer average of 1.66% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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