BIGBX Mutual Fund

BIGBX Mutual Fund

NAV$9.65
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Returns Overview

1 Month
-1.53%
3 Months
-1.63%
6 Months
-1.54%
YTD
-1.37%
1 Year
-0.30%
3 Years (annualized)
+4.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIGBX 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 Intermediate Government Bond Index
This Mutual Fund (YTD)
-1.37%
Peer Avg (YTD)
+0.50%
vs Peers
-1.87%

BIGBX Mutual Fund Performance

BIGBX performance across multiple time periods: 1-month -1.53%, YTD -1.37%, 1-year -0.30%, 3-year 4.03%.

BIGBX returns trail the peer average of 0.50% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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