BIBTX Mutual Fund

BIBTX Mutual Fund

NAV$8.88
See how much of BIBTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.68%
3 Months
-3.61%
6 Months
-2.92%
YTD
-2.93%
1 Year
-2.03%
3 Years (annualized)
+4.16%
5 Years (annualized)
-0.24%
10 Years (annualized)
+1.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIBTX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.93%
Peer Avg (YTD)
+0.50%
vs Peers
-3.43%

BIBTX Mutual Fund Performance

BIBTX performance across multiple time periods: 1-month -2.68%, YTD -2.93%, 1-year -2.03%, 3-year 4.16%, 5-year -0.24%, 10-year 1.85%.

BIBTX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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