BAFSX Mutual Fund

BAFSX Mutual Fund

NAV$45.78
See how much of BAFSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.98%
3 Months
+10.66%
6 Months
+12.37%
YTD
+15.88%
1 Year
+19.49%
3 Years (annualized)
+7.72%
5 Years (annualized)
+1.71%
10 Years (annualized)
+9.19%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+15.88%
Peer Avg (YTD)
+15.31%
vs Peers
+0.57%

BAFSX Mutual Fund Performance

BAFSX performance across multiple time periods: 1-month -1.98%, YTD 15.88%, 1-year 19.49%, 3-year 7.72%, 5-year 1.71%, 10-year 9.19%.

BAFSX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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