BASCX Mutual Fund

BASCX Mutual Fund

NAV$10.37
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Returns Overview

1 Month
-1.49%
3 Months
-0.80%
6 Months
-1.03%
YTD
-0.45%
1 Year
+2.82%
3 Years (annualized)
+2.10%
5 Years (annualized)
+0.04%
10 Years (annualized)
+1.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BASCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA 2-17 Year Municipal Bond Index
This Mutual Fund (YTD)
-0.45%
Peer Avg (YTD)
+0.23%
vs Peers
-0.68%

BASCX Mutual Fund Performance

BASCX performance across multiple time periods: 1-month -1.49%, YTD -0.45%, 1-year 2.82%, 3-year 2.10%, 5-year 0.04%, 10-year 1.08%.

BASCX returns trail the peer average of 0.23% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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