BXMIX Mutual Fund

BXMIX Mutual Fund

NAV$11.75
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Returns Overview

1 Month
+0.35%
3 Months
+3.31%
6 Months
+5.00%
YTD
+5.29%
1 Year
+12.61%
3 Years (annualized)
+8.99%
5 Years (annualized)
+5.45%
10 Years (annualized)
+4.54%

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
PROUpgrade to run
📉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
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
+5.29%
Peer Avg (YTD)
+2.39%
vs Peers
+2.90%

BXMIX Mutual Fund Performance

BXMIX performance across multiple time periods: 1-month 0.35%, YTD 5.29%, 1-year 12.61%, 3-year 8.99%, 5-year 5.45%, 10-year 4.54%.

BXMIX returns outperform the peer average of 2.39% YTD. With an expense ratio of 3.66%, investors should weigh costs against performance when evaluating this mutual fund.

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