BALFX Mutual Fund

NAV$41.08

Returns Overview

1 Month
+0.55%
3 Months
+11.37%
6 Months
+10.06%
YTD
+9.30%
1 Year
+20.59%
3 Years (annualized)
+16.76%
5 Years (annualized)
+9.58%
10 Years (annualized)
+10.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BALFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.30%
Peer Avg (YTD)
+5.87%
vs Peers
+3.43%

BALFX Mutual Fund Performance

BALFX performance across multiple time periods: 1-month 0.55%, YTD 9.30%, 1-year 20.59%, 3-year 16.76%, 5-year 9.58%, 10-year 10.43%.

BALFX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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