IBBFX Mutual Fund

IBBFX Mutual Fund

NAV$14.62
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Returns Overview

1 Month
+0.62%
3 Months
-0.46%
6 Months
+1.09%
YTD
+4.23%
1 Year
+5.49%
3 Years (annualized)
+12.08%
5 Years (annualized)
+4.29%
10 Years (annualized)
+6.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IBBFX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.23%
Peer Avg (YTD)
+5.30%
vs Peers
-1.08%

IBBFX Mutual Fund Performance

IBBFX performance across multiple time periods: 1-month 0.62%, YTD 4.23%, 1-year 5.49%, 3-year 12.08%, 5-year 4.29%, 10-year 6.29%.

IBBFX returns trail the peer average of 5.30% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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