AIBBX Mutual Fund

AIBBX Mutual Fund

NAV$16.62
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Returns Overview

1 Month
-4.35%
3 Months
-3.96%
6 Months
+9.19%
YTD
+10.38%
1 Year
+13.00%
3 Years (annualized)
+11.35%
5 Years (annualized)
+4.85%
10 Years (annualized)
+8.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AIBBX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+10.38%
Peer Avg (YTD)
+10.34%
vs Peers
+0.04%

AIBBX Mutual Fund Performance

AIBBX performance across multiple time periods: 1-month -4.35%, YTD 10.38%, 1-year 13.00%, 3-year 11.35%, 5-year 4.85%, 10-year 8.30%.

AIBBX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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