BFRCX Mutual Fund

BFRCX Mutual Fund

NAV$9.31
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Returns Overview

1 Month
+0.64%
3 Months
+1.06%
6 Months
+3.02%
YTD
+1.59%
1 Year
+3.12%
3 Years (annualized)
+5.30%
5 Years (annualized)
+4.39%
10 Years (annualized)
+3.68%

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
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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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+1.59%
Peer Avg (YTD)
+2.15%
vs Peers
-0.56%

BFRCX Mutual Fund Performance

BFRCX performance across multiple time periods: 1-month 0.64%, YTD 1.59%, 1-year 3.12%, 3-year 5.30%, 5-year 4.39%, 10-year 3.68%.

BFRCX returns trail the peer average of 2.15% 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.