BAFAX Mutual Fund

NAV$46.97

Returns Overview

1 Month
+1.37%
3 Months
+15.22%
6 Months
+6.44%
YTD
+6.13%
1 Year
+10.09%
3 Years (annualized)
+16.19%
5 Years (annualized)
+9.37%
10 Years (annualized)
+14.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BAFAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.13%
Peer Avg (YTD)
+8.97%
vs Peers
-2.84%

BAFAX Mutual Fund Performance

BAFAX performance across multiple time periods: 1-month 1.37%, YTD 6.13%, 1-year 10.09%, 3-year 16.19%, 5-year 9.37%, 10-year 14.75%.

BAFAX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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