BWBTX Mutual Fund

BWBTX Mutual Fund

NAV$23.37
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Returns Overview

1 Month
-4.92%
3 Months
+3.66%
6 Months
+2.06%
YTD
+0.83%
1 Year
+7.97%
3 Years (annualized)
+10.51%
5 Years (annualized)
+3.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BWBTX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+0.83%
Peer Avg (YTD)
+9.54%
vs Peers
-8.71%

BWBTX Mutual Fund Performance

BWBTX performance across multiple time periods: 1-month -4.92%, YTD 0.83%, 1-year 7.97%, 3-year 10.51%, 5-year 3.36%.

BWBTX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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