BFRIX Mutual Fund

BFRIX Mutual Fund

NAV$9.37
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Returns Overview

1 Month
+0.83%
3 Months
+1.11%
6 Months
+1.97%
YTD
+1.53%
1 Year
+3.58%
3 Years (annualized)
+6.39%
5 Years (annualized)
+5.33%
10 Years (annualized)
+4.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BFRIX 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)
+1.53%
Peer Avg (YTD)
+0.12%
vs Peers
+1.41%

BFRIX Mutual Fund Performance

BFRIX performance across multiple time periods: 1-month 0.83%, YTD 1.53%, 1-year 3.58%, 3-year 6.39%, 5-year 5.33%, 10-year 4.67%.

BFRIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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