BAQAX Mutual Fund

BAQAX Mutual Fund

NAV$17.34
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Returns Overview

1 Month
-0.79%
3 Months
+16.25%
6 Months
+19.55%
YTD
+16.87%
1 Year
+39.04%
3 Years (annualized)
+20.11%
5 Years (annualized)
+8.20%
10 Years (annualized)
+8.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BAQAX 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
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📉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 Emerging Markets Index (net)
This Mutual Fund (YTD)
+16.87%
Peer Avg (YTD)
+23.08%
vs Peers
-6.21%

BAQAX Mutual Fund Performance

BAQAX performance across multiple time periods: 1-month -0.79%, YTD 16.87%, 1-year 39.04%, 3-year 20.11%, 5-year 8.20%, 10-year 8.52%.

BAQAX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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