BAIPX Mutual Fund

NAV$9.54

Returns Overview

1 Month
-0.40%
3 Months
+0.55%
6 Months
+1.46%
YTD
+1.36%
1 Year
+3.23%
3 Years (annualized)
+4.81%
5 Years (annualized)
+2.95%
10 Years (annualized)
+2.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BAIPX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Barclays 0-5 Year US Treasury Inflation-Protected Securities (TIPS) Index(^BBUTIPS5Y)
This Mutual Fund (YTD)
+1.36%
Peer Avg (YTD)
+3.23%
vs Peers
-1.87%

BAIPX Mutual Fund Performance

BAIPX performance across multiple time periods: 1-month -0.40%, YTD 1.36%, 1-year 3.23%, 3-year 4.81%, 5-year 2.95%, 10-year 2.57%.

BAIPX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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