BAGAX Mutual Fund

NAV$8.27
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Returns Overview

1 Month
+1.14%
3 Months
+21.49%
6 Months
+8.73%
YTD
+9.48%
1 Year
+2.58%
3 Years (annualized)
+11.71%
5 Years (annualized)
+7.74%
10 Years (annualized)
+18.34%

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

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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.48%
Peer Avg (YTD)
+8.97%
vs Peers
+0.51%

BAGAX Mutual Fund Performance

BAGAX performance across multiple time periods: 1-month 1.14%, YTD 9.48%, 1-year 2.58%, 3-year 11.71%, 5-year 7.74%, 10-year 18.34%.

BAGAX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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