BFRAX Mutual Fund

BFRAX Mutual Fund

NAV$9.37
See how much of BFRAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.81%
3 Months
+1.05%
6 Months
+1.85%
YTD
+1.39%
1 Year
+3.43%
3 Years (annualized)
+6.42%
5 Years (annualized)
+5.46%
10 Years (annualized)
+4.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BFRAX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+1.39%
Peer Avg (YTD)
+0.12%
vs Peers
+1.27%

BFRAX Mutual Fund Performance

BFRAX performance across multiple time periods: 1-month 0.81%, YTD 1.39%, 1-year 3.43%, 3-year 6.42%, 5-year 5.46%, 10-year 4.60%.

BFRAX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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