BAFQX Mutual Fund

NAV$17.34

Returns Overview

1 Month
-0.73%
3 Months
+16.40%
6 Months
+19.88%
YTD
+17.10%
1 Year
+39.67%
3 Years (annualized)
+20.59%
5 Years (annualized)
+8.63%
10 Years (annualized)
+8.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BAFQX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI Emerging Markets Index (net)
This Mutual Fund (YTD)
+17.10%
Peer Avg (YTD)
+23.08%
vs Peers
-5.98%

BAFQX Mutual Fund Performance

BAFQX performance across multiple time periods: 1-month -0.73%, YTD 17.10%, 1-year 39.67%, 3-year 20.59%, 5-year 8.63%, 10-year 8.96%.

BAFQX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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