BMBIX Mutual Fund

BMBIX Mutual Fund

NAV$10.96
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Returns Overview

1 Month
-1.16%
3 Months
-0.45%
6 Months
-0.47%
YTD
+0.21%
1 Year
+3.45%
3 Years (annualized)
+3.07%
5 Years (annualized)
+0.84%
10 Years (annualized)
+1.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMBIX 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 Quality Intermediate Municipal Bond Index
This Mutual Fund (YTD)
+0.21%
Peer Avg (YTD)
+0.23%
vs Peers
-0.03%

BMBIX Mutual Fund Performance

BMBIX performance across multiple time periods: 1-month -1.16%, YTD 0.21%, 1-year 3.45%, 3-year 3.07%, 5-year 0.84%, 10-year 1.60%.

BMBIX returns trail the peer average of 0.23% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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