BAFGX Mutual Fund

NAV$10.72

Returns Overview

1 Month
+1.27%
3 Months
+21.65%
6 Months
+9.07%
YTD
+9.77%
1 Year
+3.11%
3 Years (annualized)
+9.76%
5 Years (annualized)
+2.78%
10 Years (annualized)
+12.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BAFGX 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)
+9.77%
Peer Avg (YTD)
+8.97%
vs Peers
+0.80%

BAFGX Mutual Fund Performance

BAFGX performance across multiple time periods: 1-month 1.27%, YTD 9.77%, 1-year 3.11%, 3-year 9.76%, 5-year 2.78%, 10-year 12.55%.

BAFGX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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