BAFZX Mutual Fund

BAFZX Mutual Fund

NAV$8.63
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Returns Overview

1 Month
-3.41%
3 Months
-4.28%
6 Months
-3.86%
YTD
-3.37%
1 Year
-2.00%
3 Years (annualized)
+4.25%
5 Years (annualized)
+0.23%
10 Years (annualized)
+1.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BAFZX 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
Bloomberg Barclays MBS Index(^BBMBS)
This Mutual Fund (YTD)
-3.37%
Peer Avg (YTD)
+0.50%
vs Peers
-3.87%

BAFZX Mutual Fund Performance

BAFZX performance across multiple time periods: 1-month -3.41%, YTD -3.37%, 1-year -2.00%, 3-year 4.25%, 5-year 0.23%, 10-year 1.47%.

BAFZX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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