BXMIX Mutual Fund

NAV$11.66
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Returns Overview

1 Month
+1.50%
3 Months
+4.83%
6 Months
+4.92%
YTD
+4.92%
1 Year
+12.73%
3 Years (annualized)
+9.63%
5 Years (annualized)
+5.30%
10 Years (annualized)
+4.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BXMIX 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

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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 Bond Index(^BBCABI)
This Mutual Fund (YTD)
+4.92%
Peer Avg (YTD)
+3.47%
vs Peers
+1.45%

BXMIX Mutual Fund Performance

BXMIX performance across multiple time periods: 1-month 1.50%, YTD 4.92%, 1-year 12.73%, 3-year 9.63%, 5-year 5.30%, 10-year 4.62%.

BXMIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 3.77%, investors should weigh costs against performance when evaluating this mutual fund.

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