BACPX Mutual Fund

BACPX Mutual Fund

NAV$11.60
See how much of BACPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.11%
3 Months
-0.17%
6 Months
+0.51%
YTD
+3.32%
1 Year
+6.82%
3 Years (annualized)
+7.90%
5 Years (annualized)
+2.22%
10 Years (annualized)
+4.02%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+3.32%
Peer Avg (YTD)
+3.78%
vs Peers
-0.46%

BACPX Mutual Fund Performance

BACPX performance across multiple time periods: 1-month 1.11%, YTD 3.32%, 1-year 6.82%, 3-year 7.90%, 5-year 2.22%, 10-year 4.02%.

BACPX returns trail the peer average of 3.78% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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