BBBMX Mutual Fund

BBBMX Mutual Fund

NAV$10.39
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Returns Overview

1 Month
-0.21%
3 Months
+0.33%
6 Months
+1.43%
YTD
+2.04%
1 Year
+3.20%
3 Years (annualized)
+5.59%
5 Years (annualized)
+3.99%
10 Years (annualized)
+3.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BBBMX 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 Barclays US Aggregate ABS Index
This Mutual Fund (YTD)
+2.04%
Peer Avg (YTD)
+0.50%
vs Peers
+1.54%

BBBMX Mutual Fund Performance

BBBMX performance across multiple time periods: 1-month -0.21%, YTD 2.04%, 1-year 3.20%, 3-year 5.59%, 5-year 3.99%, 10-year 3.28%.

BBBMX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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