BIAWX Mutual Fund

BIAWX Mutual Fund

NAV$49.80
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Returns Overview

1 Month
+2.72%
3 Months
+9.56%
6 Months
+11.62%
YTD
+6.77%
1 Year
+2.93%
3 Years (annualized)
+12.31%
5 Years (annualized)
+6.43%
10 Years (annualized)
+15.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIAWX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+6.77%
Peer Avg (YTD)
+6.23%
vs Peers
+0.53%

BIAWX Mutual Fund Performance

BIAWX performance across multiple time periods: 1-month 2.72%, YTD 6.77%, 1-year 2.93%, 3-year 12.31%, 5-year 6.43%, 10-year 15.85%.

BIAWX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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