BFONX Mutual Fund

NAV$21.12

Returns Overview

1 Month
-3.18%
3 Months
+6.92%
6 Months
-7.44%
YTD
-7.01%
1 Year
+2.41%
3 Years (annualized)
+17.76%
5 Years (annualized)
+7.32%
10 Years (annualized)
+16.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BFONX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-7.01%
Peer Avg (YTD)
+8.97%
vs Peers
-15.98%

BFONX Mutual Fund Performance

BFONX performance across multiple time periods: 1-month -3.18%, YTD -7.01%, 1-year 2.41%, 3-year 17.76%, 5-year 7.32%, 10-year 16.48%.

BFONX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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