BMNIX Mutual Fund

BMNIX Mutual Fund

NAV$9.94
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Returns Overview

1 Month
-3.14%
3 Months
-4.23%
6 Months
-2.56%
YTD
-2.57%
1 Year
-1.12%
3 Years (annualized)
+3.94%
5 Years (annualized)
+1.42%
10 Years (annualized)
+2.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMNIX 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 1-15 Year Municipal Index(^BBG115YMI)
This Mutual Fund (YTD)
-2.57%
Peer Avg (YTD)
-3.84%
vs Peers
+1.27%

BMNIX Mutual Fund Performance

BMNIX performance across multiple time periods: 1-month -3.14%, YTD -2.57%, 1-year -1.12%, 3-year 3.94%, 5-year 1.42%, 10-year 2.29%.

BMNIX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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