BAUUX Mutual Fund

BAUUX Mutual Fund

NAV$32.10
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Returns Overview

1 Month
+1.15%
3 Months
+7.98%
6 Months
+16.85%
YTD
+21.76%
1 Year
+31.08%
3 Years (annualized)
+15.47%
5 Years (annualized)
+10.73%
10 Years (annualized)
+9.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BAUUX 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)
+21.76%
Peer Avg (YTD)
+15.31%
vs Peers
+6.44%

BAUUX Mutual Fund Performance

BAUUX performance across multiple time periods: 1-month 1.15%, YTD 21.76%, 1-year 31.08%, 3-year 15.47%, 5-year 10.73%, 10-year 9.44%.

BAUUX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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