BARUX Mutual Fund

NAV$100.76

Returns Overview

1 Month
+14.86%
3 Months
+18.97%
6 Months
+9.68%
YTD
+10.25%
1 Year
+13.32%
3 Years (annualized)
+18.77%
5 Years (annualized)
+8.74%
10 Years (annualized)
+15.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BARUX 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)
+10.25%
Peer Avg (YTD)
+10.82%
vs Peers
-0.56%

BARUX Mutual Fund Performance

BARUX performance across multiple time periods: 1-month 14.86%, YTD 10.25%, 1-year 13.32%, 3-year 18.77%, 5-year 8.74%, 10-year 15.37%.

BARUX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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