BFOCX Mutual Fund

BFOCX Mutual Fund

NAV$31.33
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Returns Overview

1 Month
-19.78%
3 Months
-19.97%
6 Months
-24.25%
YTD
-4.57%
1 Year
-9.40%
3 Years (annualized)
+37.20%
5 Years (annualized)
-1.33%
10 Years (annualized)
+15.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BFOCX 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
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📉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
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
-4.57%
Peer Avg (YTD)
+11.26%
vs Peers
-15.83%

BFOCX Mutual Fund Performance

BFOCX performance across multiple time periods: 1-month -19.78%, YTD -4.57%, 1-year -9.40%, 3-year 37.20%, 5-year -1.33%, 10-year 15.50%.

BFOCX returns trail the peer average of 11.26% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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