BBALX Mutual Fund

NAV$15.59

Returns Overview

1 Month
-0.26%
3 Months
+7.53%
6 Months
+7.50%
YTD
+7.13%
1 Year
+15.15%
3 Years (annualized)
+12.04%
5 Years (annualized)
+5.86%
10 Years (annualized)
+6.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BBALX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+7.13%
Peer Avg (YTD)
+5.87%
vs Peers
+1.26%

BBALX Mutual Fund Performance

BBALX performance across multiple time periods: 1-month -0.26%, YTD 7.13%, 1-year 15.15%, 3-year 12.04%, 5-year 5.86%, 10-year 6.97%.

BBALX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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