BFRCX Mutual Fund

BFRCX Mutual Fund

NAV$9.38
See how much of BFRCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.75%
3 Months
+0.86%
6 Months
+1.46%
YTD
+0.94%
1 Year
+2.65%
3 Years (annualized)
+5.63%
5 Years (annualized)
+4.68%
10 Years (annualized)
+3.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BFRCX 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)
+0.94%
Peer Avg (YTD)
+0.12%
vs Peers
+0.82%

BFRCX Mutual Fund Performance

BFRCX performance across multiple time periods: 1-month 0.75%, YTD 0.94%, 1-year 2.65%, 3-year 5.63%, 5-year 4.68%, 10-year 3.83%.

BFRCX returns outperform the peer average of 0.12% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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