BAFWX Mutual Fund

NAV$51.71

Returns Overview

1 Month
-0.48%
3 Months
+18.53%
6 Months
+3.78%
YTD
+4.01%
1 Year
+2.15%
3 Years (annualized)
+14.85%
5 Years (annualized)
+8.73%
10 Years (annualized)
+16.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BAFWX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+4.01%
Peer Avg (YTD)
+8.97%
vs Peers
-4.97%

BAFWX Mutual Fund Performance

BAFWX performance across multiple time periods: 1-month -0.48%, YTD 4.01%, 1-year 2.15%, 3-year 14.85%, 5-year 8.73%, 10-year 16.95%.

BAFWX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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