BAFYX Mutual Fund

BAFYX Mutual Fund

NAV$12.39
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Returns Overview

1 Month
+3.26%
3 Months
-3.21%
6 Months
+5.06%
YTD
+12.30%
1 Year
+13.82%
3 Years (annualized)
+16.91%
5 Years (annualized)
+3.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BAFYX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+12.30%
Peer Avg (YTD)
+12.21%
vs Peers
+0.09%

BAFYX Mutual Fund Performance

BAFYX performance across multiple time periods: 1-month 3.26%, YTD 12.30%, 1-year 13.82%, 3-year 16.91%, 5-year 3.84%.

BAFYX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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