BAUUX Mutual Fund

NAV$33.09

Returns Overview

1 Month
+7.04%
3 Months
+16.52%
6 Months
+20.64%
YTD
+20.37%
1 Year
+33.83%
3 Years (annualized)
+15.29%
5 Years (annualized)
+8.87%
10 Years (annualized)
+9.69%

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
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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+20.37%
Peer Avg (YTD)
+18.52%
vs Peers
+1.84%

BAUUX Mutual Fund Performance

BAUUX performance across multiple time periods: 1-month 7.04%, YTD 20.37%, 1-year 33.83%, 3-year 15.29%, 5-year 8.87%, 10-year 9.69%.

BAUUX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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