BXMIX Mutual Fund

BXMIX Mutual Fund

NAV$11.66
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Returns Overview

1 Month
-0.68%
3 Months
+1.39%
6 Months
+6.28%
YTD
+6.38%
1 Year
+10.10%
3 Years (annualized)
+9.59%
5 Years (annualized)
+5.74%
10 Years (annualized)
+4.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BXMIX 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
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
+6.38%
Peer Avg (YTD)
+5.40%
vs Peers
+0.98%

BXMIX Mutual Fund Performance

BXMIX performance across multiple time periods: 1-month -0.68%, YTD 6.38%, 1-year 10.10%, 3-year 9.59%, 5-year 5.74%, 10-year 4.72%.

BXMIX returns outperform the peer average of 5.40% YTD. With an expense ratio of 3.66%, investors should weigh costs against performance when evaluating this mutual fund.

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