BAFFX Mutual Fund

BAFFX Mutual Fund

NAV$45.91
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Returns Overview

1 Month
+1.34%
3 Months
+4.39%
6 Months
+8.45%
YTD
+7.80%
1 Year
+12.02%
3 Years (annualized)
+16.70%
5 Years (annualized)
+10.30%
10 Years (annualized)
+14.98%

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
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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)
+7.80%
Peer Avg (YTD)
+6.23%
vs Peers
+1.56%

BAFFX Mutual Fund Performance

BAFFX performance across multiple time periods: 1-month 1.34%, YTD 7.80%, 1-year 12.02%, 3-year 16.70%, 5-year 10.30%, 10-year 14.98%.

BAFFX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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