BFOCX Mutual Fund

NAV$49.84

Returns Overview

1 Month
+7.46%
3 Months
+66.66%
6 Months
+64.82%
YTD
+61.09%
1 Year
+83.44%
3 Years (annualized)
+52.11%
5 Years (annualized)
+15.17%
10 Years (annualized)
+31.06%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
+61.09%
Peer Avg (YTD)
+16.06%
vs Peers
+45.03%

BFOCX Mutual Fund Performance

BFOCX performance across multiple time periods: 1-month 7.46%, YTD 61.09%, 1-year 83.44%, 3-year 52.11%, 5-year 15.17%, 10-year 31.06%.

BFOCX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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