BIAGX Mutual Fund

NAV$10.17

Returns Overview

1 Month
+1.24%
3 Months
+21.56%
6 Months
+9.00%
YTD
+9.61%
1 Year
+2.95%
3 Years (annualized)
+9.55%
5 Years (annualized)
+2.59%
10 Years (annualized)
+12.36%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.61%
Peer Avg (YTD)
+8.97%
vs Peers
+0.64%

BIAGX Mutual Fund Performance

BIAGX performance across multiple time periods: 1-month 1.24%, YTD 9.61%, 1-year 2.95%, 3-year 9.55%, 5-year 2.59%, 10-year 12.36%.

BIAGX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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