BIAGX Mutual Fund

BIAGX Mutual Fund

NAV$9.83
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Returns Overview

1 Month
-2.06%
3 Months
+2.68%
6 Months
+11.16%
YTD
+11.28%
1 Year
+5.60%
3 Years (annualized)
+16.42%
5 Years (annualized)
+2.74%
10 Years (annualized)
+13.09%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.28%
Peer Avg (YTD)
+5.23%
vs Peers
+6.05%

BIAGX Mutual Fund Performance

BIAGX performance across multiple time periods: 1-month -2.06%, YTD 11.28%, 1-year 5.60%, 3-year 16.42%, 5-year 2.74%, 10-year 13.09%.

BIAGX returns outperform the peer average of 5.23% 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.