BAFLX Mutual Fund

BAFLX Mutual Fund

NAV$29.35
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Returns Overview

1 Month
-3.53%
3 Months
+1.61%
6 Months
+6.04%
YTD
-2.67%
1 Year
-0.63%
3 Years (annualized)
+13.00%
5 Years (annualized)
+6.50%
10 Years (annualized)
+12.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BAFLX 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
FTSE All World Index(^FTAWORLDSR)
This Mutual Fund (YTD)
-2.67%
Peer Avg (YTD)
+8.68%
vs Peers
-11.35%

BAFLX Mutual Fund Performance

BAFLX performance across multiple time periods: 1-month -3.53%, YTD -2.67%, 1-year -0.63%, 3-year 13.00%, 5-year 6.50%, 10-year 12.10%.

BAFLX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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