BAUAX Mutual Fund

BAUAX Mutual Fund

NAV$31.88
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Returns Overview

1 Month
+1.11%
3 Months
+7.87%
6 Months
+16.61%
YTD
+21.48%
1 Year
+30.57%
3 Years (annualized)
+15.00%
5 Years (annualized)
+10.28%
10 Years (annualized)
+8.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BAUAX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+21.48%
Peer Avg (YTD)
+15.31%
vs Peers
+6.17%

BAUAX Mutual Fund Performance

BAUAX performance across multiple time periods: 1-month 1.11%, YTD 21.48%, 1-year 30.57%, 3-year 15.00%, 5-year 10.28%, 10-year 8.99%.

BAUAX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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