BACAX Mutual Fund

NAV$17.92

Returns Overview

1 Month
-4.86%
3 Months
-12.15%
6 Months
+19.30%
YTD
+17.03%
1 Year
+26.86%
3 Years (annualized)
+13.28%
5 Years (annualized)
+17.09%
10 Years (annualized)
+7.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BACAX 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
MSCI World Energy Index(^MWDEN)
This Mutual Fund (YTD)
+17.03%
Peer Avg (YTD)
+14.02%
vs Peers
+3.01%

BACAX Mutual Fund Performance

BACAX performance across multiple time periods: 1-month -4.86%, YTD 17.03%, 1-year 26.86%, 3-year 13.28%, 5-year 17.09%, 10-year 7.40%.

BACAX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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