BMBSX Mutual Fund

BMBSX Mutual Fund

NAV$11.28
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Returns Overview

1 Month
-1.23%
3 Months
-0.51%
6 Months
-0.58%
YTD
+0.05%
1 Year
+3.18%
3 Years (annualized)
+2.82%
5 Years (annualized)
+0.61%
10 Years (annualized)
+1.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMBSX 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
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📉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)
+0.05%
Peer Avg (YTD)
+0.23%
vs Peers
-0.18%

BMBSX Mutual Fund Performance

BMBSX performance across multiple time periods: 1-month -1.23%, YTD 0.05%, 1-year 3.18%, 3-year 2.82%, 5-year 0.61%, 10-year 1.35%.

BMBSX returns trail the peer average of 0.23% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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