BKMBX Mutual Fund

BKMBX Mutual Fund

NAV$10.27
See how much of BKMBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.10%
3 Months
+1.36%
6 Months
-2.95%
YTD
+1.27%
1 Year
+2.88%
3 Years (annualized)
+5.98%
5 Years (annualized)
+4.09%
10 Years (annualized)
+4.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BKMBX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+1.27%
Peer Avg (YTD)
+4.75%
vs Peers
-3.48%

BKMBX Mutual Fund Performance

BKMBX performance across multiple time periods: 1-month -0.10%, YTD 1.27%, 1-year 2.88%, 3-year 5.98%, 5-year 4.09%, 10-year 4.58%.

BKMBX returns trail the peer average of 4.75% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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