BBSGX Mutual Fund

NAV$25.00

Returns Overview

3 Months
+0.78%
6 Months
+2.06%
YTD
+0.39%
1 Year
+4.88%
3 Years (annualized)
+5.40%
5 Years (annualized)
+2.58%
10 Years (annualized)
+2.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BBSGX 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
ICE BofA 1-3 Year US Corporate & Government Index(^ICIBOFA13YUCGI)
This Mutual Fund (YTD)
+0.39%
Peer Avg (YTD)
+1.66%
vs Peers
-1.28%

BBSGX Mutual Fund Performance

BBSGX performance across multiple time periods: YTD 0.39%, 1-year 4.88%, 3-year 5.40%, 5-year 2.58%, 10-year 2.72%.

BBSGX returns trail the peer average of 1.66% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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