BARAX Mutual Fund

NAV$92.59

Returns Overview

1 Month
+14.83%
3 Months
+18.90%
6 Months
+9.54%
YTD
+10.12%
1 Year
+13.03%
3 Years (annualized)
+13.22%
5 Years (annualized)
+5.63%
10 Years (annualized)
+15.20%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.12%
Peer Avg (YTD)
+10.82%
vs Peers
-0.70%

BARAX Mutual Fund Performance

BARAX performance across multiple time periods: 1-month 14.83%, YTD 10.12%, 1-year 13.03%, 3-year 13.22%, 5-year 5.63%, 10-year 15.20%.

BARAX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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