BARLX Mutual Fund

NAV$9.26

Returns Overview

1 Month
-0.11%
3 Months
+22.27%
6 Months
+27.21%
YTD
+1.61%
1 Year
+35.17%
3 Years (annualized)
+15.26%
5 Years (annualized)
+15.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BARLX 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
Cboe S&P 500 BuyWrite Index(BXMD)
This Mutual Fund (YTD)
+1.61%
Peer Avg (YTD)
+0.00%
vs Peers
+1.61%

BARLX Mutual Fund Performance

BARLX performance across multiple time periods: 1-month -0.11%, YTD 1.61%, 1-year 35.17%, 3-year 15.26%, 5-year 15.54%.

BARLX returns outperform the peer average of 0.00% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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