BIGBX Mutual Fund

BIGBX Mutual Fund

NAV$9.85
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Returns Overview

1 Month
-0.30%
3 Months
-0.21%
6 Months
-0.14%
YTD
-0.04%
1 Year
+2.54%
3 Years (annualized)
+3.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIGBX 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 US Intermediate Government Bond Index
This Mutual Fund (YTD)
-0.04%
Peer Avg (YTD)
+0.12%
vs Peers
-0.16%

BIGBX Mutual Fund Performance

BIGBX performance across multiple time periods: 1-month -0.30%, YTD -0.04%, 1-year 2.54%, 3-year 3.96%.

BIGBX returns trail the peer average of 0.12% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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