BALI ETF

$34.97

Returns Overview

1 Month
-0.42%
3 Months
+12.66%
6 Months
+11.06%
YTD
+10.92%
1 Year
+22.10%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would BALI 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This ETF (YTD)
+10.92%
Peer Avg (YTD)
+8.97%
vs Peers
+1.95%

BALI ETF Performance

BALI performance across multiple time periods: 1-month -0.42%, YTD 10.92%, 1-year 22.10%.

BALI returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this ETF.

BALI performance comparison shows side-by-side returns with another fund. BALI alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.42%N/A
3 Months+12.66%N/A
6 Months+11.06%N/A
1 Year+22.10%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized