BWBIX Mutual Fund

NAV$23.17

Returns Overview

1 Month
+5.37%
3 Months
+14.29%
6 Months
+5.81%
YTD
+6.05%
1 Year
+14.60%
3 Years (annualized)
+13.92%
5 Years (annualized)
+5.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BWBIX 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
PROUpgrade to run

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)
+6.05%
Peer Avg (YTD)
+10.82%
vs Peers
-4.76%

BWBIX Mutual Fund Performance

BWBIX performance across multiple time periods: 1-month 5.37%, YTD 6.05%, 1-year 14.60%, 3-year 13.92%, 5-year 5.50%.

BWBIX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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