BBIIX Mutual Fund

BBIIX Mutual Fund

NAV$9.92
See how much of BBIIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.41%
3 Months
-4.60%
6 Months
-2.92%
YTD
-2.74%
1 Year
-1.29%
3 Years (annualized)
+4.22%
5 Years (annualized)
+1.45%
10 Years (annualized)
+2.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BBIIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Barclays Capital Municipal Bond 1-15 Year Blend Index
This Mutual Fund (YTD)
-2.74%
Peer Avg (YTD)
-3.84%
vs Peers
+1.10%

BBIIX Mutual Fund Performance

BBIIX performance across multiple time periods: 1-month -3.41%, YTD -2.74%, 1-year -1.29%, 3-year 4.22%, 5-year 1.45%, 10-year 2.46%.

BBIIX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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