IBBFX Mutual Fund

IBBFX Mutual Fund

NAV$14.68
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Returns Overview

1 Month
-2.13%
3 Months
-1.74%
6 Months
+4.67%
YTD
+3.58%
1 Year
+6.12%
3 Years (annualized)
+10.74%
5 Years (annualized)
+4.75%
10 Years (annualized)
+6.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IBBFX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.58%
Peer Avg (YTD)
+4.97%
vs Peers
-1.38%

IBBFX Mutual Fund Performance

IBBFX performance across multiple time periods: 1-month -2.13%, YTD 3.58%, 1-year 6.12%, 3-year 10.74%, 5-year 4.75%, 10-year 6.36%.

IBBFX returns trail the peer average of 4.97% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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