BACIX Mutual Fund

BACIX Mutual Fund

NAV$20.16
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Returns Overview

1 Month
+5.28%
3 Months
+12.34%
6 Months
+14.17%
YTD
+41.07%
1 Year
+43.89%
3 Years (annualized)
+16.99%
5 Years (annualized)
+23.39%
10 Years (annualized)
+9.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BACIX 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)
+41.07%
Peer Avg (YTD)
+25.30%
vs Peers
+15.77%

BACIX Mutual Fund Performance

BACIX performance across multiple time periods: 1-month 5.28%, YTD 41.07%, 1-year 43.89%, 3-year 16.99%, 5-year 23.39%, 10-year 9.78%.

BACIX returns outperform the peer average of 25.30% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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