BAFAX Mutual Fund

BAFAX Mutual Fund

NAV$46.61
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Returns Overview

1 Month
+1.51%
3 Months
+4.28%
6 Months
+12.09%
YTD
+9.18%
1 Year
+11.97%
3 Years (annualized)
+16.02%
5 Years (annualized)
+9.17%
10 Years (annualized)
+14.19%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.18%
Peer Avg (YTD)
+8.51%
vs Peers
+0.67%

BAFAX Mutual Fund Performance

BAFAX performance across multiple time periods: 1-month 1.51%, YTD 9.18%, 1-year 11.97%, 3-year 16.02%, 5-year 9.17%, 10-year 14.19%.

BAFAX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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