BASCX Mutual Fund

NAV$10.41

Returns Overview

1 Month
+0.59%
3 Months
+1.49%
6 Months
+1.06%
YTD
+1.06%
1 Year
+4.39%
3 Years (annualized)
+2.64%
5 Years (annualized)
+0.46%
10 Years (annualized)
+1.23%

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
PROUpgrade to run

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
ICE BofA 2-17 Year Municipal Bond Index
This Mutual Fund (YTD)
+1.06%
Peer Avg (YTD)
+1.79%
vs Peers
-0.73%

BASCX Mutual Fund Performance

BASCX performance across multiple time periods: 1-month 0.59%, YTD 1.06%, 1-year 4.39%, 3-year 2.64%, 5-year 0.46%, 10-year 1.23%.

BASCX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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