BAFGX Mutual Fund

BAFGX Mutual Fund

NAV$10.72
See how much of BAFGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.06%
3 Months
+8.37%
6 Months
+12.67%
YTD
+8.60%
1 Year
+0.45%
3 Years (annualized)
+11.03%
5 Years (annualized)
+3.01%
10 Years (annualized)
+11.97%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.60%
Peer Avg (YTD)
+6.23%
vs Peers
+2.37%

BAFGX Mutual Fund Performance

BAFGX performance across multiple time periods: 1-month -1.06%, YTD 8.60%, 1-year 0.45%, 3-year 11.03%, 5-year 3.01%, 10-year 11.97%.

BAFGX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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