BIMSX Mutual Fund

BIMSX Mutual Fund

NAV$10.73
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Returns Overview

1 Month
-0.09%
3 Months
-0.48%
6 Months
-1.37%
YTD
-0.13%
1 Year
+1.37%
3 Years (annualized)
+4.40%
5 Years (annualized)
+0.86%
10 Years (annualized)
+1.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIMSX 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 Intermediate US Government/Credit Bond Index
This Mutual Fund (YTD)
-0.13%
Peer Avg (YTD)
+2.15%
vs Peers
-2.28%

BIMSX Mutual Fund Performance

BIMSX performance across multiple time periods: 1-month -0.09%, YTD -0.13%, 1-year 1.37%, 3-year 4.40%, 5-year 0.86%, 10-year 1.85%.

BIMSX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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