BYMIX Mutual Fund

NAV$12.55

Returns Overview

1 Month
+0.05%
3 Months
+1.00%
6 Months
+3.28%
YTD
+7.50%
1 Year
+7.59%
3 Years (annualized)
+7.00%
5 Years (annualized)
+1.55%
10 Years (annualized)
+3.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BYMIX 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 US Intermediate Credit Index
This Mutual Fund (YTD)
+7.50%
Peer Avg (YTD)
+5.98%
vs Peers
+1.51%

BYMIX Mutual Fund Performance

BYMIX performance across multiple time periods: 1-month 0.05%, YTD 7.50%, 1-year 7.59%, 3-year 7.00%, 5-year 1.55%, 10-year 3.67%.

BYMIX returns outperform the peer average of 5.98% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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