BCAKX Mutual Fund

BCAKX Mutual Fund

NAV$8.85
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Returns Overview

1 Month
-2.17%
3 Months
+24.93%
6 Months
+11.63%
YTD
+3.56%
1 Year
-2.49%
3 Years (annualized)
-20.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCAKX 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 China A Onshore Index(MSCICAOI)
This Mutual Fund (YTD)
+3.56%
Peer Avg (YTD)
+15.97%
vs Peers
-12.41%

BCAKX Mutual Fund Performance

BCAKX performance across multiple time periods: 1-month -2.17%, YTD 3.56%, 1-year -2.49%, 3-year -20.31%.

BCAKX returns trail the peer average of 15.97% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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