BFWFX Mutual Fund

BFWFX Mutual Fund

NAV$15.93
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Returns Overview

1 Month
-0.57%
3 Months
-1.00%
6 Months
-2.27%
YTD
-1.25%
1 Year
+1.25%
3 Years (annualized)
+2.74%
5 Years (annualized)
-2.34%
10 Years (annualized)
+0.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BFWFX 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 Global Aggregate Index
This Mutual Fund (YTD)
-1.25%
Peer Avg (YTD)
+0.25%
vs Peers
-1.50%

BFWFX Mutual Fund Performance

BFWFX performance across multiple time periods: 1-month -0.57%, YTD -1.25%, 1-year 1.25%, 3-year 2.74%, 5-year -2.34%, 10-year 0.29%.

BFWFX returns trail the peer average of 0.25% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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