BAFSX Mutual Fund

NAV$46.08

Returns Overview

1 Month
+7.02%
3 Months
+20.33%
6 Months
+18.65%
YTD
+18.22%
1 Year
+21.85%
3 Years (annualized)
+10.90%
5 Years (annualized)
+7.34%
10 Years (annualized)
+12.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BAFSX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+18.22%
Peer Avg (YTD)
+18.52%
vs Peers
-0.30%

BAFSX Mutual Fund Performance

BAFSX performance across multiple time periods: 1-month 7.02%, YTD 18.22%, 1-year 21.85%, 3-year 10.90%, 5-year 7.34%, 10-year 12.69%.

BAFSX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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