BALRX Mutual Fund

BALRX Mutual Fund

NAV$11.59
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Returns Overview

1 Month
-0.26%
3 Months
+4.03%
6 Months
-3.80%
YTD
+3.93%
1 Year
+1.57%
3 Years (annualized)
+3.58%
5 Years (annualized)
+9.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BALRX 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 ND Index
This Mutual Fund (YTD)
+3.93%
Peer Avg (YTD)
+0.47%
vs Peers
+3.46%

BALRX Mutual Fund Performance

BALRX performance across multiple time periods: 1-month -0.26%, YTD 3.93%, 1-year 1.57%, 3-year 3.58%, 5-year 9.94%.

BALRX returns outperform the peer average of 0.47% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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