BIALX Mutual Fund

NAV$29.59

Returns Overview

1 Month
-0.14%
3 Months
+4.34%
6 Months
-4.16%
YTD
-4.29%
1 Year
-1.93%
3 Years (annualized)
+10.49%
5 Years (annualized)
+6.00%
10 Years (annualized)
+12.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIALX 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
FTSE All World Index(^FTAWORLDSR)
This Mutual Fund (YTD)
-4.29%
Peer Avg (YTD)
+8.97%
vs Peers
-13.26%

BIALX Mutual Fund Performance

BIALX performance across multiple time periods: 1-month -0.14%, YTD -4.29%, 1-year -1.93%, 3-year 10.49%, 5-year 6.00%, 10-year 12.16%.

BIALX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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