BBALX Mutual Fund

BBALX Mutual Fund

NAV$15.62
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Returns Overview

3 Months
+2.24%
6 Months
+5.15%
YTD
+7.13%
1 Year
+14.56%
3 Years (annualized)
+11.25%
5 Years (annualized)
+5.73%
10 Years (annualized)
+6.67%

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
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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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+7.13%
Peer Avg (YTD)
+5.54%
vs Peers
+1.59%

BBALX Mutual Fund Performance

BBALX performance across multiple time periods: YTD 7.13%, 1-year 14.56%, 3-year 11.25%, 5-year 5.73%, 10-year 6.67%.

BBALX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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