BARAX Mutual Fund

BARAX Mutual Fund

NAV$94.56
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Returns Overview

1 Month
-11.89%
3 Months
+1.93%
6 Months
+0.24%
YTD
-2.98%
1 Year
+0.49%
3 Years (annualized)
+6.34%
5 Years (annualized)
+0.22%
10 Years (annualized)
+10.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BARAX 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)
-2.98%
Peer Avg (YTD)
+9.54%
vs Peers
-12.52%

BARAX Mutual Fund Performance

BARAX performance across multiple time periods: 1-month -11.89%, YTD -2.98%, 1-year 0.49%, 3-year 6.34%, 5-year 0.22%, 10-year 10.20%.

BARAX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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