BMBSX Mutual Fund

NAV$11.34

Returns Overview

1 Month
+0.49%
3 Months
+1.49%
6 Months
+1.39%
YTD
+1.30%
1 Year
+4.63%
3 Years (annualized)
+3.31%
5 Years (annualized)
+0.97%
10 Years (annualized)
+1.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMBSX 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
Bloomberg Quality Intermediate Municipal Bond Index
This Mutual Fund (YTD)
+1.30%
Peer Avg (YTD)
+1.79%
vs Peers
-0.48%

BMBSX Mutual Fund Performance

BMBSX performance across multiple time periods: 1-month 0.49%, YTD 1.30%, 1-year 4.63%, 3-year 3.31%, 5-year 0.97%, 10-year 1.50%.

BMBSX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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