BAFFX Mutual Fund

BAFFX Mutual Fund

NAV$47.73
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Returns Overview

1 Month
-1.36%
3 Months
+1.51%
6 Months
+17.08%
YTD
+7.98%
1 Year
+9.75%
3 Years (annualized)
+16.49%
5 Years (annualized)
+9.62%
10 Years (annualized)
+14.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BAFFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.98%
Peer Avg (YTD)
+8.68%
vs Peers
-0.70%

BAFFX Mutual Fund Performance

BAFFX performance across multiple time periods: 1-month -1.36%, YTD 7.98%, 1-year 9.75%, 3-year 16.49%, 5-year 9.62%, 10-year 14.65%.

BAFFX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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