BIMBX Mutual Fund

NAV$10.38

Returns Overview

1 Month
+0.77%
3 Months
-0.67%
6 Months
+0.48%
YTD
+0.58%
1 Year
+1.88%
3 Years (annualized)
+6.29%
5 Years (annualized)
+3.50%
10 Years (annualized)
+4.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIMBX 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
PROUpgrade to run

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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+0.58%
Peer Avg (YTD)
+3.47%
vs Peers
-2.89%

BIMBX Mutual Fund Performance

BIMBX performance across multiple time periods: 1-month 0.77%, YTD 0.58%, 1-year 1.88%, 3-year 6.29%, 5-year 3.50%, 10-year 4.49%.

BIMBX returns trail the peer average of 3.47% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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