IBBFX Mutual Fund

NAV$15.04

Returns Overview

1 Month
+0.34%
3 Months
+6.52%
6 Months
+5.71%
YTD
+5.42%
1 Year
+12.62%
3 Years (annualized)
+10.72%
5 Years (annualized)
+5.35%
10 Years (annualized)
+7.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IBBFX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.42%
Peer Avg (YTD)
+5.87%
vs Peers
-0.45%

IBBFX Mutual Fund Performance

IBBFX performance across multiple time periods: 1-month 0.34%, YTD 5.42%, 1-year 12.62%, 3-year 10.72%, 5-year 5.35%, 10-year 7.37%.

IBBFX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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