BAILX Mutual Fund

BAILX Mutual Fund

NAV$12.25
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Returns Overview

1 Month
+5.32%
3 Months
+2.24%
6 Months
+5.32%
YTD
+0.85%
1 Year
+2.65%
3 Years (annualized)
+11.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BAILX 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
FTSE All World ex USA Index(^AW02)
This Mutual Fund (YTD)
+0.85%
Peer Avg (YTD)
+8.05%
vs Peers
-7.21%

BAILX Mutual Fund Performance

BAILX performance across multiple time periods: 1-month 5.32%, YTD 0.85%, 1-year 2.65%, 3-year 11.89%.

BAILX returns trail the peer average of 8.05% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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