BIALX Mutual Fund

BIALX Mutual Fund

NAV$29.59
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Returns Overview

1 Month
+2.73%
3 Months
+1.02%
6 Months
-1.10%
YTD
-1.68%
1 Year
+2.10%
3 Years (annualized)
+10.67%
5 Years (annualized)
+6.13%
10 Years (annualized)
+11.95%

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
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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
FTSE All World Index(^FTAWORLDSR)
This Mutual Fund (YTD)
-1.68%
Peer Avg (YTD)
+6.23%
vs Peers
-7.92%

BIALX Mutual Fund Performance

BIALX performance across multiple time periods: 1-month 2.73%, YTD -1.68%, 1-year 2.10%, 3-year 10.67%, 5-year 6.13%, 10-year 11.95%.

BIALX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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