BAHAX Mutual Fund

NAV$18.59

Returns Overview

1 Month
-2.52%
3 Months
+2.05%
6 Months
-0.74%
YTD
-1.30%
1 Year
+5.99%
3 Years (annualized)
+19.58%
5 Years (annualized)
+11.71%
10 Years (annualized)
+10.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BAHAX 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
PROUpgrade to run

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
MSCI Europe Index(^MSCIEI)
This Mutual Fund (YTD)
-1.30%
Peer Avg (YTD)
+7.64%
vs Peers
-8.95%

BAHAX Mutual Fund Performance

BAHAX performance across multiple time periods: 1-month -2.52%, YTD -1.30%, 1-year 5.99%, 3-year 19.58%, 5-year 11.71%, 10-year 10.61%.

BAHAX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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