BACCX Mutual Fund

BACCX Mutual Fund

NAV$18.97
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Returns Overview

1 Month
+12.10%
3 Months
-0.01%
6 Months
+18.41%
YTD
+33.15%
1 Year
+39.56%
3 Years (annualized)
+14.50%
5 Years (annualized)
+20.69%
10 Years (annualized)
+8.12%

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)
+33.15%
Peer Avg (YTD)
+19.98%
vs Peers
+13.17%

BACCX Mutual Fund Performance

BACCX performance across multiple time periods: 1-month 12.10%, YTD 33.15%, 1-year 39.56%, 3-year 14.50%, 5-year 20.69%, 10-year 8.12%.

BACCX returns outperform the peer average of 19.98% 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.