BBALX Mutual Fund

BBALX Mutual Fund

NAV$15.33
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Returns Overview

1 Month
-2.19%
3 Months
-0.22%
6 Months
+7.29%
YTD
+6.89%
1 Year
+9.63%
3 Years (annualized)
+12.60%
5 Years (annualized)
+5.93%
10 Years (annualized)
+6.89%

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)
+6.89%
Peer Avg (YTD)
+4.96%
vs Peers
+1.92%

BBALX Mutual Fund Performance

BBALX performance across multiple time periods: 1-month -2.19%, YTD 6.89%, 1-year 9.63%, 3-year 12.60%, 5-year 5.93%, 10-year 6.89%.

BBALX returns outperform the peer average of 4.96% 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.