BIAGX Mutual Fund

BIAGX Mutual Fund

NAV$10.27
See how much of BIAGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.59%
3 Months
+3.67%
6 Months
+26.02%
YTD
+13.63%
1 Year
+7.89%
3 Years (annualized)
+12.79%
5 Years (annualized)
+3.24%
10 Years (annualized)
+13.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIAGX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.63%
Peer Avg (YTD)
+8.68%
vs Peers
+4.95%

BIAGX Mutual Fund Performance

BIAGX performance across multiple time periods: 1-month 0.59%, YTD 13.63%, 1-year 7.89%, 3-year 12.79%, 5-year 3.24%, 10-year 13.12%.

BIAGX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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