BBBIX Mutual Fund

BBBIX Mutual Fund

NAV$10.38
See how much of BBBIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.10%
3 Months
+0.26%
6 Months
+1.19%
YTD
+2.29%
1 Year
+3.07%
3 Years (annualized)
+5.53%
5 Years (annualized)
+4.11%
10 Years (annualized)
+3.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BBBIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Aggregate ABS Index
This Mutual Fund (YTD)
+2.29%
Peer Avg (YTD)
+2.28%
vs Peers
+0.01%

BBBIX Mutual Fund Performance

BBBIX performance across multiple time periods: 1-month 0.10%, YTD 2.29%, 1-year 3.07%, 3-year 5.53%, 5-year 4.11%, 10-year 3.34%.

BBBIX returns outperform the peer average of 2.28% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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