BAIPX Mutual Fund

BAIPX Mutual Fund

NAV$9.58
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Returns Overview

1 Month
+0.20%
3 Months
-0.21%
6 Months
+1.13%
YTD
+1.56%
1 Year
+3.11%
3 Years (annualized)
+4.71%
5 Years (annualized)
+2.73%
10 Years (annualized)
+2.60%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 0-5 Year US Treasury Inflation-Protected Securities (TIPS) Index(^BBUTIPS5Y)
This Mutual Fund (YTD)
+1.56%
Peer Avg (YTD)
+0.12%
vs Peers
+1.44%

BAIPX Mutual Fund Performance

BAIPX performance across multiple time periods: 1-month 0.20%, YTD 1.56%, 1-year 3.11%, 3-year 4.71%, 5-year 2.73%, 10-year 2.60%.

BAIPX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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