BARUX Mutual Fund

BARUX Mutual Fund

NAV$103.04
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Returns Overview

1 Month
-11.87%
3 Months
+1.99%
6 Months
+0.36%
YTD
-2.83%
1 Year
+0.75%
3 Years (annualized)
+6.61%
5 Years (annualized)
+0.48%
10 Years (annualized)
+10.49%

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)
-2.83%
Peer Avg (YTD)
+9.54%
vs Peers
-12.37%

BARUX Mutual Fund Performance

BARUX performance across multiple time periods: 1-month -11.87%, YTD -2.83%, 1-year 0.75%, 3-year 6.61%, 5-year 0.48%, 10-year 10.49%.

BARUX returns trail the peer average of 9.54% 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.