BAFFX Mutual Fund

NAV$47.60

Returns Overview

1 Month
+1.42%
3 Months
+15.34%
6 Months
+6.67%
YTD
+6.37%
1 Year
+10.54%
3 Years (annualized)
+16.67%
5 Years (annualized)
+9.82%
10 Years (annualized)
+15.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BAFFX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.37%
Peer Avg (YTD)
+8.97%
vs Peers
-2.60%

BAFFX Mutual Fund Performance

BAFFX performance across multiple time periods: 1-month 1.42%, YTD 6.37%, 1-year 10.54%, 3-year 16.67%, 5-year 9.82%, 10-year 15.21%.

BAFFX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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