BAIAX Mutual Fund

BAIAX Mutual Fund

NAV$9.16
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Returns Overview

1 Month
+0.19%
3 Months
-0.55%
6 Months
-1.71%
YTD
-0.16%
1 Year
+1.49%
3 Years (annualized)
+3.75%
5 Years (annualized)
+0.08%
10 Years (annualized)
+1.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BAIAX 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
Bloomberg Barclays Intermediate US Aggregate Index(^BBIAB)
This Mutual Fund (YTD)
-0.16%
Peer Avg (YTD)
+2.15%
vs Peers
-2.31%

BAIAX Mutual Fund Performance

BAIAX performance across multiple time periods: 1-month 0.19%, YTD -0.16%, 1-year 1.49%, 3-year 3.75%, 5-year 0.08%, 10-year 1.20%.

BAIAX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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