BALSX Mutual Fund

BALSX Mutual Fund

NAV$9.67
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Returns Overview

1 Month
-0.12%
3 Months
+3.03%
6 Months
+5.00%
YTD
+11.26%
1 Year
+11.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BALSX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.26%
Peer Avg (YTD)
+14.49%
vs Peers
-3.23%

BALSX Mutual Fund Performance

BALSX performance across multiple time periods: 1-month -0.12%, YTD 11.26%, 1-year 11.14%.

BALSX returns trail the peer average of 14.49% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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