BAEIX Mutual Fund

BAEIX Mutual Fund

NAV$18.29
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Returns Overview

1 Month
+3.54%
3 Months
+4.27%
6 Months
+5.26%
YTD
+8.79%
1 Year
+9.46%
3 Years (annualized)
+6.90%
5 Years (annualized)
+6.29%
10 Years (annualized)
+10.50%

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)
+11.41%
vs Peers
-2.63%

BAEIX Mutual Fund Performance

BAEIX performance across multiple time periods: 1-month 3.54%, YTD 8.79%, 1-year 9.46%, 3-year 6.90%, 5-year 6.29%, 10-year 10.50%.

BAEIX returns trail the peer average of 11.41% 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.