BFOCX Mutual Fund

BFOCX Mutual Fund

NAV$45.21
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Returns Overview

1 Month
+7.46%
3 Months
+66.66%
6 Months
+22.79%
YTD
+64.82%
1 Year
+83.44%
3 Years (annualized)
+52.17%
5 Years (annualized)
+11.79%
10 Years (annualized)
+23.59%

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
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
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
+64.82%
Peer Avg (YTD)
+11.56%
vs Peers
+53.26%

BFOCX Mutual Fund Performance

BFOCX performance across multiple time periods: 1-month 7.46%, YTD 64.82%, 1-year 83.44%, 3-year 52.17%, 5-year 11.79%, 10-year 23.59%.

BFOCX returns outperform the peer average of 11.56% 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.