BABSX Mutual Fund

NAV$9.36

Returns Overview

1 Month
-0.32%
3 Months
+2.33%
6 Months
+3.56%
YTD
+2.33%
1 Year
+4.02%
3 Years (annualized)
+4.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BABSX 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
Ice BofA 3 Mnt Treasury Bill Index(ICEBOFA3MTBI)
This Mutual Fund (YTD)
+2.33%
Peer Avg (YTD)
-3.87%
vs Peers
+6.20%

BABSX Mutual Fund Performance

BABSX performance across multiple time periods: 1-month -0.32%, YTD 2.33%, 1-year 4.02%, 3-year 4.30%.

BABSX returns outperform the peer average of -3.87% YTD. With an expense ratio of 1.98%, investors should weigh costs against performance when evaluating this mutual fund.

BABSX performance comparison shows side-by-side returns with another fund. BABSX alternatives are available in the Mutual Fund Screener.