BACAX Mutual Fund

BACAX Mutual Fund

NAV$19.51
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Returns Overview

1 Month
+5.29%
3 Months
+12.30%
6 Months
+13.99%
YTD
+40.82%
1 Year
+43.38%
3 Years (annualized)
+16.55%
5 Years (annualized)
+22.88%
10 Years (annualized)
+9.34%

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
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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
MSCI World Energy Index(^MWDEN)
This Mutual Fund (YTD)
+40.82%
Peer Avg (YTD)
+25.30%
vs Peers
+15.52%

BACAX Mutual Fund Performance

BACAX performance across multiple time periods: 1-month 5.29%, YTD 40.82%, 1-year 43.38%, 3-year 16.55%, 5-year 22.88%, 10-year 9.34%.

BACAX returns outperform the peer average of 25.30% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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