BXFIX Mutual Fund

NAV$8.24

Returns Overview

1 Month
+0.16%
3 Months
+1.57%
6 Months
+0.70%
YTD
+0.70%
1 Year
+3.00%
3 Years (annualized)
+5.23%
5 Years (annualized)
+3.15%
10 Years (annualized)
+4.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BXFIX 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
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
+0.70%
Peer Avg (YTD)
+3.23%
vs Peers
-2.52%

BXFIX Mutual Fund Performance

BXFIX performance across multiple time periods: 1-month 0.16%, YTD 0.70%, 1-year 3.00%, 3-year 5.23%, 5-year 3.15%, 10-year 4.34%.

BXFIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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