BIMSX Mutual Fund

BIMSX Mutual Fund

NAV$10.98
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Returns Overview

1 Month
-0.50%
3 Months
-0.25%
6 Months
-0.20%
YTD
-0.03%
1 Year
+2.68%
3 Years (annualized)
+4.45%
5 Years (annualized)
+0.87%
10 Years (annualized)
+1.82%

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
PROUpgrade to run
🏦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)
-0.03%
Peer Avg (YTD)
+0.12%
vs Peers
-0.15%

BIMSX Mutual Fund Performance

BIMSX performance across multiple time periods: 1-month -0.50%, YTD -0.03%, 1-year 2.68%, 3-year 4.45%, 5-year 0.87%, 10-year 1.82%.

BIMSX returns trail the peer average of 0.12% 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.