BSBIX Mutual Fund

BSBIX Mutual Fund

NAV$9.37
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Returns Overview

3 Months
+0.60%
6 Months
-1.46%
YTD
+1.44%
1 Year
+3.03%
3 Years (annualized)
+0.68%
5 Years (annualized)
-0.87%
10 Years (annualized)
-0.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BSBIX 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 Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+1.44%
Peer Avg (YTD)
+2.15%
vs Peers
-0.71%

BSBIX Mutual Fund Performance

BSBIX performance across multiple time periods: YTD 1.44%, 1-year 3.03%, 3-year 0.68%, 5-year -0.87%, 10-year -0.30%.

BSBIX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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