BMBSX Mutual Fund

BMBSX Mutual Fund

NAV$10.93
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Returns Overview

1 Month
+0.05%
3 Months
-0.70%
6 Months
-1.44%
YTD
+0.11%
1 Year
+2.55%
3 Years (annualized)
+3.05%
5 Years (annualized)
+0.68%
10 Years (annualized)
+1.37%

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
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 Municipal Index
This Mutual Fund (YTD)
+0.11%
Peer Avg (YTD)
+0.15%
vs Peers
-0.04%

BMBSX Mutual Fund Performance

BMBSX performance across multiple time periods: 1-month 0.05%, YTD 0.11%, 1-year 2.55%, 3-year 3.05%, 5-year 0.68%, 10-year 1.37%.

BMBSX returns trail the peer average of 0.15% 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.