BASOX Mutual Fund

BASOX Mutual Fund

NAV$10.04
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Returns Overview

1 Month
+0.32%
3 Months
+0.84%
6 Months
+1.59%
YTD
+2.21%
1 Year
+3.60%
3 Years (annualized)
+4.54%
5 Years (annualized)
+3.32%
10 Years (annualized)
+2.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BASOX 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
Bank of America Merrill Lynch 6 Month US Treasury Bill Index(^BML6M)
This Mutual Fund (YTD)
+2.21%
Peer Avg (YTD)
+2.15%
vs Peers
+0.05%

BASOX Mutual Fund Performance

BASOX performance across multiple time periods: 1-month 0.32%, YTD 2.21%, 1-year 3.60%, 3-year 4.54%, 5-year 3.32%, 10-year 2.37%.

BASOX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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