BBIIX Mutual Fund

BBIIX Mutual Fund

NAV$10.14
See how much of BBIIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.26%
3 Months
-0.15%
6 Months
-0.62%
YTD
+0.44%
1 Year
+1.04%
3 Years (annualized)
+5.11%
5 Years (annualized)
+1.57%
10 Years (annualized)
+2.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BBIIX 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
Barclays Capital Municipal Bond 1-15 Year Blend Index
This Mutual Fund (YTD)
+0.44%
Peer Avg (YTD)
+0.07%
vs Peers
+0.37%

BBIIX Mutual Fund Performance

BBIIX performance across multiple time periods: 1-month 3.26%, YTD 0.44%, 1-year 1.04%, 3-year 5.11%, 5-year 1.57%, 10-year 2.47%.

BBIIX returns outperform the peer average of 0.07% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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