BACCX Mutual Fund

BACCX Mutual Fund

NAV$18.72
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Returns Overview

1 Month
+5.17%
3 Months
+12.06%
6 Months
+13.55%
YTD
+40.03%
1 Year
+42.26%
3 Years (annualized)
+15.70%
5 Years (annualized)
+22.01%
10 Years (annualized)
+8.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BACCX 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
MSCI World Energy Index(^MWDEN)
This Mutual Fund (YTD)
+40.03%
Peer Avg (YTD)
+25.30%
vs Peers
+14.73%

BACCX Mutual Fund Performance

BACCX performance across multiple time periods: 1-month 5.17%, YTD 40.03%, 1-year 42.26%, 3-year 15.70%, 5-year 22.01%, 10-year 8.56%.

BACCX returns outperform the peer average of 25.30% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

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