BBSXX Mutual Fund

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Returns Overview

3 Months
+0.56%
6 Months
+1.42%
YTD
+1.42%
1 Year
+3.40%
3 Years (annualized)
+4.26%
5 Years (annualized)
+3.12%
10 Years (annualized)
+1.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BBSXX 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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.42%
Peer Avg (YTD)
+1.70%
vs Peers
-0.28%

BBSXX Mutual Fund Performance

BBSXX performance across multiple time periods: YTD 1.42%, 1-year 3.40%, 3-year 4.26%, 5-year 3.12%, 10-year 1.91%.

BBSXX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.22%, investors should weigh costs against performance when evaluating this mutual fund.

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