BASAX Mutual Fund

NAV$21.41

Returns Overview

1 Month
+7.02%
3 Months
+20.24%
6 Months
+18.43%
YTD
+18.04%
1 Year
+21.42%
3 Years (annualized)
+10.47%
5 Years (annualized)
+6.92%
10 Years (annualized)
+12.46%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+18.04%
Peer Avg (YTD)
+18.52%
vs Peers
-0.48%

BASAX Mutual Fund Performance

BASAX performance across multiple time periods: 1-month 7.02%, YTD 18.04%, 1-year 21.42%, 3-year 10.47%, 5-year 6.92%, 10-year 12.46%.

BASAX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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