BAFLX Mutual Fund

BAFLX Mutual Fund

NAV$29.75
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Returns Overview

1 Month
+2.75%
3 Months
+1.05%
6 Months
-1.00%
YTD
-1.57%
1 Year
+2.24%
3 Years (annualized)
+10.86%
5 Years (annualized)
+6.29%
10 Years (annualized)
+12.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BAFLX 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
FTSE All World Index(^FTAWORLDSR)
This Mutual Fund (YTD)
-1.57%
Peer Avg (YTD)
+6.23%
vs Peers
-7.81%

BAFLX Mutual Fund Performance

BAFLX performance across multiple time periods: 1-month 2.75%, YTD -1.57%, 1-year 2.24%, 3-year 10.86%, 5-year 6.29%, 10-year 12.10%.

BAFLX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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