BAFFX Mutual Fund

BAFFX Mutual Fund

NAV$47.05
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Returns Overview

1 Month
+1.56%
3 Months
+4.38%
6 Months
+12.31%
YTD
+9.48%
1 Year
+12.43%
3 Years (annualized)
+16.49%
5 Years (annualized)
+9.62%
10 Years (annualized)
+14.65%

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)
+9.48%
Peer Avg (YTD)
+8.51%
vs Peers
+0.97%

BAFFX Mutual Fund Performance

BAFFX performance across multiple time periods: 1-month 1.56%, YTD 9.48%, 1-year 12.43%, 3-year 16.49%, 5-year 9.62%, 10-year 14.65%.

BAFFX returns outperform the peer average of 8.51% 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.