BACCX Mutual Fund

NAV$17.22

Returns Overview

1 Month
-4.95%
3 Months
-12.37%
6 Months
+18.78%
YTD
+16.61%
1 Year
+25.83%
3 Years (annualized)
+12.46%
5 Years (annualized)
+16.24%
10 Years (annualized)
+6.62%

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
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)
+16.61%
Peer Avg (YTD)
+14.02%
vs Peers
+2.58%

BACCX Mutual Fund Performance

BACCX performance across multiple time periods: 1-month -4.95%, YTD 16.61%, 1-year 25.83%, 3-year 12.46%, 5-year 16.24%, 10-year 6.62%.

BACCX returns outperform the peer average of 14.02% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

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