BIMIX Mutual Fund

BIMIX Mutual Fund

NAV$10.16
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Returns Overview

1 Month
+1.56%
3 Months
-0.02%
6 Months
-0.13%
YTD
+0.19%
1 Year
+0.82%
3 Years (annualized)
+5.23%
5 Years (annualized)
+1.35%
10 Years (annualized)
+2.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIMIX 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 Intermediate US Government/Credit Bond Index
This Mutual Fund (YTD)
+0.19%
Peer Avg (YTD)
+2.28%
vs Peers
-2.10%

BIMIX Mutual Fund Performance

BIMIX performance across multiple time periods: 1-month 1.56%, YTD 0.19%, 1-year 0.82%, 3-year 5.23%, 5-year 1.35%, 10-year 2.13%.

BIMIX returns trail the peer average of 2.28% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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