BAICX Mutual Fund

BAICX Mutual Fund

NAV$10.70
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Returns Overview

1 Month
+0.20%
3 Months
+1.33%
6 Months
+2.63%
YTD
+3.96%
1 Year
+9.14%
3 Years (annualized)
+8.83%
5 Years (annualized)
+3.93%
10 Years (annualized)
+5.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BAICX 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
MSCI World High Dividend Yield Index(M7WOEDY)
This Mutual Fund (YTD)
+3.96%
Peer Avg (YTD)
+5.54%
vs Peers
-1.58%

BAICX Mutual Fund Performance

BAICX performance across multiple time periods: 1-month 0.20%, YTD 3.96%, 1-year 9.14%, 3-year 8.83%, 5-year 3.93%, 10-year 5.05%.

BAICX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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