BAEIX Mutual Fund

NAV$19.03

Returns Overview

1 Month
+3.17%
3 Months
+5.88%
6 Months
+5.31%
YTD
+5.07%
1 Year
+4.90%
3 Years (annualized)
+7.26%
5 Years (annualized)
+5.98%
10 Years (annualized)
+10.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BAEIX 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
Bloomberg US 3000 Index
This Mutual Fund (YTD)
+5.07%
Peer Avg (YTD)
+9.49%
vs Peers
-4.42%

BAEIX Mutual Fund Performance

BAEIX performance across multiple time periods: 1-month 3.17%, YTD 5.07%, 1-year 4.90%, 3-year 7.26%, 5-year 5.98%, 10-year 10.56%.

BAEIX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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