BARUX Mutual Fund

BARUX Mutual Fund

NAV$100.86
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Returns Overview

1 Month
+2.12%
3 Months
+8.65%
6 Months
+10.82%
YTD
+5.58%
1 Year
+14.66%
3 Years (annualized)
+14.26%
5 Years (annualized)
+1.53%
10 Years (annualized)
+11.72%

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
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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)
+5.58%
Peer Avg (YTD)
+8.01%
vs Peers
-2.43%

BARUX Mutual Fund Performance

BARUX performance across multiple time periods: 1-month 2.12%, YTD 5.58%, 1-year 14.66%, 3-year 14.26%, 5-year 1.53%, 10-year 11.72%.

BARUX returns trail the peer average of 8.01% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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