BAEIX Mutual Fund

BAEIX Mutual Fund

NAV$18.35
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Returns Overview

3 Months
+6.82%
6 Months
+3.35%
YTD
+8.79%
1 Year
+6.48%
3 Years (annualized)
+0.99%
5 Years (annualized)
+1.72%
10 Years (annualized)
+8.19%

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
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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
Bloomberg US 3000 Index
This Mutual Fund (YTD)
+8.79%
Peer Avg (YTD)
+12.44%
vs Peers
-3.65%

BAEIX Mutual Fund Performance

BAEIX performance across multiple time periods: YTD 8.79%, 1-year 6.48%, 3-year 0.99%, 5-year 1.72%, 10-year 8.19%.

BAEIX returns trail the peer average of 12.44% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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