BIMIX Mutual Fund

NAV$10.35

Returns Overview

1 Month
+0.14%
3 Months
+0.52%
6 Months
+0.52%
YTD
+0.62%
1 Year
+3.30%
3 Years (annualized)
+4.97%
5 Years (annualized)
+1.35%
10 Years (annualized)
+2.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIMIX 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
Bloomberg Intermediate US Government/Credit Bond Index
This Mutual Fund (YTD)
+0.62%
Peer Avg (YTD)
+3.23%
vs Peers
-2.61%

BIMIX Mutual Fund Performance

BIMIX performance across multiple time periods: 1-month 0.14%, YTD 0.62%, 1-year 3.30%, 3-year 4.97%, 5-year 1.35%, 10-year 2.14%.

BIMIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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