BFONX Mutual Fund

BFONX Mutual Fund

NAV$21.61
See how much of BFONX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+7.95%
3 Months
+5.63%
6 Months
+8.82%
YTD
+1.46%
1 Year
+10.10%
3 Years (annualized)
+30.98%
5 Years (annualized)
+13.53%
10 Years (annualized)
+22.18%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+1.46%
Peer Avg (YTD)
+8.51%
vs Peers
-7.05%

BFONX Mutual Fund Performance

BFONX performance across multiple time periods: 1-month 7.95%, YTD 1.46%, 1-year 10.10%, 3-year 30.98%, 5-year 13.53%, 10-year 22.18%.

BFONX returns trail the peer average of 8.51% 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.