BAFWX Mutual Fund

BAFWX Mutual Fund

NAV$51.69
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Returns Overview

1 Month
+2.72%
3 Months
+9.60%
6 Months
+11.67%
YTD
+6.83%
1 Year
+3.07%
3 Years (annualized)
+12.47%
5 Years (annualized)
+6.59%
10 Years (annualized)
+15.28%

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
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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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+6.83%
Peer Avg (YTD)
+6.23%
vs Peers
+0.60%

BAFWX Mutual Fund Performance

BAFWX performance across multiple time periods: 1-month 2.72%, YTD 6.83%, 1-year 3.07%, 3-year 12.47%, 5-year 6.59%, 10-year 15.28%.

BAFWX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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