BAFMX Mutual Fund

BAFMX Mutual Fund

NAV$9.92
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Returns Overview

1 Month
-4.79%
3 Months
-8.90%
6 Months
-13.16%
YTD
-9.08%
1 Year
+2.61%
3 Years (annualized)
+8.13%
5 Years (annualized)
+0.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BAFMX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-9.08%
Peer Avg (YTD)
-1.52%
vs Peers
-7.56%

BAFMX Mutual Fund Performance

BAFMX performance across multiple time periods: 1-month -4.79%, YTD -9.08%, 1-year 2.61%, 3-year 8.13%, 5-year 0.68%.

BAFMX returns trail the peer average of -1.52% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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