BBSOX Mutual Fund

BBSOX Mutual Fund

NAV$10.05
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Returns Overview

1 Month
+0.34%
3 Months
+0.92%
6 Months
+1.74%
YTD
+2.41%
1 Year
+3.91%
3 Years (annualized)
+4.86%
5 Years (annualized)
+3.69%
10 Years (annualized)
+2.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BBSOX 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
Bank of America Merrill Lynch 6 Month US Treasury Bill Index(^BML6M)
This Mutual Fund (YTD)
+2.41%
Peer Avg (YTD)
+2.15%
vs Peers
+0.26%

BBSOX Mutual Fund Performance

BBSOX performance across multiple time periods: 1-month 0.34%, YTD 2.41%, 1-year 3.91%, 3-year 4.86%, 5-year 3.69%, 10-year 2.62%.

BBSOX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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