BFONX Mutual Fund

BFONX Mutual Fund

NAV$21.15
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Returns Overview

1 Month
+1.06%
3 Months
+2.46%
6 Months
-3.20%
YTD
-6.02%
1 Year
+4.76%
3 Years (annualized)
+13.56%
5 Years (annualized)
+3.48%
10 Years (annualized)
+13.23%

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
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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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-6.02%
Peer Avg (YTD)
+6.23%
vs Peers
-12.25%

BFONX Mutual Fund Performance

BFONX performance across multiple time periods: 1-month 1.06%, YTD -6.02%, 1-year 4.76%, 3-year 13.56%, 5-year 3.48%, 10-year 13.23%.

BFONX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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