BWBFX Mutual Fund

NAV$22.72

Returns Overview

1 Month
+5.29%
3 Months
+14.21%
6 Months
+5.68%
YTD
+5.93%
1 Year
+14.31%
3 Years (annualized)
+13.62%
5 Years (annualized)
+4.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BWBFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+5.93%
Peer Avg (YTD)
+10.82%
vs Peers
-4.89%

BWBFX Mutual Fund Performance

BWBFX performance across multiple time periods: 1-month 5.29%, YTD 5.93%, 1-year 14.31%, 3-year 13.62%, 5-year 4.47%.

BWBFX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

BWBFX performance comparison shows side-by-side returns with another fund. BWBFX alternatives are available in the Mutual Fund Screener.