BACPX Mutual Fund

NAV$11.83

Returns Overview

1 Month
+0.08%
3 Months
+4.31%
6 Months
+3.67%
YTD
+3.58%
1 Year
+8.98%
3 Years (annualized)
+7.78%
5 Years (annualized)
+2.50%
10 Years (annualized)
+4.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BACPX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+3.58%
Peer Avg (YTD)
+4.14%
vs Peers
-0.56%

BACPX Mutual Fund Performance

BACPX performance across multiple time periods: 1-month 0.08%, YTD 3.58%, 1-year 8.98%, 3-year 7.78%, 5-year 2.50%, 10-year 4.21%.

BACPX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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