BFSAX Mutual Fund

BFSAX Mutual Fund

NAV$19.08
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Returns Overview

1 Month
-1.86%
3 Months
-7.15%
6 Months
+1.04%
YTD
+5.25%
1 Year
+4.89%
3 Years (annualized)
+5.83%
5 Years (annualized)
+7.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BFSAX 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
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📉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
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
+5.25%
Peer Avg (YTD)
+6.86%
vs Peers
-1.61%

BFSAX Mutual Fund Performance

BFSAX performance across multiple time periods: 1-month -1.86%, YTD 5.25%, 1-year 4.89%, 3-year 5.83%, 5-year 7.99%.

BFSAX returns trail the peer average of 6.86% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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