BLAFX Mutual Fund

NAV$14.27

Returns Overview

1 Month
+1.33%
3 Months
+7.94%
6 Months
+6.62%
YTD
+6.07%
1 Year
+14.02%
3 Years (annualized)
+13.62%
5 Years (annualized)
+4.82%
10 Years (annualized)
+7.77%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+6.07%
Peer Avg (YTD)
+5.87%
vs Peers
+0.20%

BLAFX Mutual Fund Performance

BLAFX performance across multiple time periods: 1-month 1.33%, YTD 6.07%, 1-year 14.02%, 3-year 13.62%, 5-year 4.82%, 10-year 7.77%.

BLAFX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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