BWBIX Mutual Fund

BWBIX Mutual Fund

NAV$22.67
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Returns Overview

1 Month
-4.58%
3 Months
-2.84%
6 Months
+11.04%
YTD
+3.04%
1 Year
+7.90%
3 Years (annualized)
+14.53%
5 Years (annualized)
+5.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BWBIX 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
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📉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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+3.04%
Peer Avg (YTD)
+6.72%
vs Peers
-3.68%

BWBIX Mutual Fund Performance

BWBIX performance across multiple time periods: 1-month -4.58%, YTD 3.04%, 1-year 7.90%, 3-year 14.53%, 5-year 5.03%.

BWBIX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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