BBCPX Mutual Fund

BBCPX Mutual Fund

NAV$8.43
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Returns Overview

1 Month
-3.03%
3 Months
-3.95%
6 Months
-2.89%
YTD
-3.01%
1 Year
-1.62%
3 Years (annualized)
+5.07%
5 Years (annualized)
+0.55%
10 Years (annualized)
+2.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BBCPX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-3.01%
Peer Avg (YTD)
-1.38%
vs Peers
-1.64%

BBCPX Mutual Fund Performance

BBCPX performance across multiple time periods: 1-month -3.03%, YTD -3.01%, 1-year -1.62%, 3-year 5.07%, 5-year 0.55%, 10-year 2.27%.

BBCPX returns trail the peer average of -1.38% YTD. With an expense ratio of 0.16%, investors should weigh costs against performance when evaluating this mutual fund.

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