BAGAX Mutual Fund

BAGAX Mutual Fund

NAV$8.27
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Returns Overview

1 Month
-1.00%
3 Months
+8.23%
6 Months
+12.39%
YTD
+8.38%
1 Year
+0.03%
3 Years (annualized)
+10.57%
5 Years (annualized)
+2.59%
10 Years (annualized)
+12.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BAGAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.38%
Peer Avg (YTD)
+6.23%
vs Peers
+2.15%

BAGAX Mutual Fund Performance

BAGAX performance across multiple time periods: 1-month -1.00%, YTD 8.38%, 1-year 0.03%, 3-year 10.57%, 5-year 2.59%, 10-year 12.28%.

BAGAX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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