BLAFX Mutual Fund

BLAFX Mutual Fund

NAV$13.88
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Returns Overview

1 Month
-1.29%
3 Months
+1.54%
6 Months
+3.35%
YTD
+4.70%
1 Year
+11.46%
3 Years (annualized)
+12.61%
5 Years (annualized)
+5.74%
10 Years (annualized)
+8.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BLAFX 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 Index(^RUI)
This Mutual Fund (YTD)
+4.70%
Peer Avg (YTD)
+5.54%
vs Peers
-0.84%

BLAFX Mutual Fund Performance

BLAFX performance across multiple time periods: 1-month -1.29%, YTD 4.70%, 1-year 11.46%, 3-year 12.61%, 5-year 5.74%, 10-year 8.10%.

BLAFX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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