BFRKX Mutual Fund

BFRKX Mutual Fund

NAV$9.30
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Returns Overview

1 Month
+0.84%
3 Months
+1.44%
6 Months
+3.58%
YTD
+2.32%
1 Year
+4.35%
3 Years (annualized)
+6.67%
5 Years (annualized)
+5.64%
10 Years (annualized)
+4.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BFRKX 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
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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)
+2.32%
Peer Avg (YTD)
+2.15%
vs Peers
+0.17%

BFRKX Mutual Fund Performance

BFRKX performance across multiple time periods: 1-month 0.84%, YTD 2.32%, 1-year 4.35%, 3-year 6.67%, 5-year 5.64%, 10-year 4.34%.

BFRKX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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