BAQAX Mutual Fund

BAQAX Mutual Fund

NAV$17.59
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Returns Overview

1 Month
-2.49%
3 Months
+1.77%
6 Months
+6.62%
YTD
+16.58%
1 Year
+34.02%
3 Years (annualized)
+16.48%
5 Years (annualized)
+8.80%
10 Years (annualized)
+7.89%

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
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 Emerging Markets Index (net)
This Mutual Fund (YTD)
+16.58%
Peer Avg (YTD)
+17.66%
vs Peers
-1.08%

BAQAX Mutual Fund Performance

BAQAX performance across multiple time periods: 1-month -2.49%, YTD 16.58%, 1-year 34.02%, 3-year 16.48%, 5-year 8.80%, 10-year 7.89%.

BAQAX returns trail the peer average of 17.66% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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