BAFGX Mutual Fund

BAFGX Mutual Fund

NAV$11.03
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Returns Overview

1 Month
+4.20%
3 Months
+4.41%
6 Months
+20.18%
YTD
+13.16%
1 Year
+7.16%
3 Years (annualized)
+10.51%
5 Years (annualized)
+2.04%
10 Years (annualized)
+12.54%

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
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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)
+13.16%
Peer Avg (YTD)
+8.51%
vs Peers
+4.65%

BAFGX Mutual Fund Performance

BAFGX performance across multiple time periods: 1-month 4.20%, YTD 13.16%, 1-year 7.16%, 3-year 10.51%, 5-year 2.04%, 10-year 12.54%.

BAFGX returns outperform the peer average of 8.51% 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.