BUAGX Mutual Fund

BUAGX Mutual Fund

NAV$24.28
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Returns Overview

1 Month
+0.04%
3 Months
+2.31%
6 Months
+11.18%
YTD
+8.76%
1 Year
+11.34%
3 Years (annualized)
+13.43%
5 Years (annualized)
+8.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BUAGX 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
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📉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
CBOE S&P 500 Index(^VIX500)
This Mutual Fund (YTD)
+8.76%
Peer Avg (YTD)
+5.41%
vs Peers
+3.35%

BUAGX Mutual Fund Performance

BUAGX performance across multiple time periods: 1-month 0.04%, YTD 8.76%, 1-year 11.34%, 3-year 13.43%, 5-year 8.88%.

BUAGX returns outperform the peer average of 5.41% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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