BAFSX Mutual Fund

BAFSX Mutual Fund

NAV$44.24
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Returns Overview

1 Month
-3.75%
3 Months
-5.32%
6 Months
+13.93%
YTD
+11.93%
1 Year
+14.58%
3 Years (annualized)
+8.93%
5 Years (annualized)
+1.85%
10 Years (annualized)
+9.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BAFSX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+11.93%
Peer Avg (YTD)
+10.34%
vs Peers
+1.59%

BAFSX Mutual Fund Performance

BAFSX performance across multiple time periods: 1-month -3.75%, YTD 11.93%, 1-year 14.58%, 3-year 8.93%, 5-year 1.85%, 10-year 9.10%.

BAFSX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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