BIAFX Mutual Fund

BIAFX Mutual Fund

NAV$45.87
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Returns Overview

1 Month
+1.35%
3 Months
+4.34%
6 Months
+8.37%
YTD
+7.69%
1 Year
+11.85%
3 Years (annualized)
+16.52%
5 Years (annualized)
+10.14%
10 Years (annualized)
+14.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIAFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.69%
Peer Avg (YTD)
+6.23%
vs Peers
+1.45%

BIAFX Mutual Fund Performance

BIAFX performance across multiple time periods: 1-month 1.35%, YTD 7.69%, 1-year 11.85%, 3-year 16.52%, 5-year 10.14%, 10-year 14.81%.

BIAFX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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