BASAX Mutual Fund

BASAX Mutual Fund

NAV$21.21
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Returns Overview

1 Month
+4.26%
3 Months
+0.67%
6 Months
+11.27%
YTD
+16.38%
1 Year
+16.82%
3 Years (annualized)
+13.41%
5 Years (annualized)
+1.21%
10 Years (annualized)
+9.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BASAX 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
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📉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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+16.38%
Peer Avg (YTD)
+12.21%
vs Peers
+4.17%

BASAX Mutual Fund Performance

BASAX performance across multiple time periods: 1-month 4.26%, YTD 16.38%, 1-year 16.82%, 3-year 13.41%, 5-year 1.21%, 10-year 9.04%.

BASAX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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