BACIX Mutual Fund

NAV$18.51

Returns Overview

1 Month
-4.87%
3 Months
-12.07%
6 Months
+19.46%
YTD
+17.26%
1 Year
+27.29%
3 Years (annualized)
+13.72%
5 Years (annualized)
+17.56%
10 Years (annualized)
+7.83%

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
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)
+17.26%
Peer Avg (YTD)
+14.02%
vs Peers
+3.24%

BACIX Mutual Fund Performance

BACIX performance across multiple time periods: 1-month -4.87%, YTD 17.26%, 1-year 27.29%, 3-year 13.72%, 5-year 17.56%, 10-year 7.83%.

BACIX returns outperform the peer average of 14.02% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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