BAWAX Mutual Fund

BAWAX Mutual Fund

NAV$47.85
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Returns Overview

1 Month
-0.52%
3 Months
+18.42%
6 Months
+3.58%
YTD
+3.80%
1 Year
+1.76%
3 Years (annualized)
+14.48%
5 Years (annualized)
+8.36%
10 Years (annualized)
+16.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BAWAX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+3.80%
Peer Avg (YTD)
+8.97%
vs Peers
-5.17%

BAWAX Mutual Fund Performance

BAWAX performance across multiple time periods: 1-month -0.52%, YTD 3.80%, 1-year 1.76%, 3-year 14.48%, 5-year 8.36%, 10-year 16.54%.

BAWAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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