BAWAX Mutual Fund

BAWAX Mutual Fund

NAV$47.49
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Returns Overview

1 Month
+2.69%
3 Months
+9.50%
6 Months
+11.46%
YTD
+6.59%
1 Year
+2.66%
3 Years (annualized)
+12.03%
5 Years (annualized)
+6.17%
10 Years (annualized)
+14.81%

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)
+6.59%
Peer Avg (YTD)
+6.23%
vs Peers
+0.36%

BAWAX Mutual Fund Performance

BAWAX performance across multiple time periods: 1-month 2.69%, YTD 6.59%, 1-year 2.66%, 3-year 12.03%, 5-year 6.17%, 10-year 14.81%.

BAWAX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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