BAFWX Mutual Fund

BAFWX Mutual Fund

NAV$51.84
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Returns Overview

1 Month
+4.60%
3 Months
+6.94%
6 Months
+21.72%
YTD
+11.75%
1 Year
+10.49%
3 Years (annualized)
+14.42%
5 Years (annualized)
+6.62%
10 Years (annualized)
+15.75%

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)
+11.75%
Peer Avg (YTD)
+8.51%
vs Peers
+3.24%

BAFWX Mutual Fund Performance

BAFWX performance across multiple time periods: 1-month 4.60%, YTD 11.75%, 1-year 10.49%, 3-year 14.42%, 5-year 6.62%, 10-year 15.75%.

BAFWX returns outperform the peer average of 8.51% 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.