BAGAX Mutual Fund

BAGAX Mutual Fund

NAV$8.52
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Returns Overview

1 Month
+0.61%
3 Months
+3.76%
6 Months
+26.07%
YTD
+13.60%
1 Year
+7.63%
3 Years (annualized)
+12.51%
5 Years (annualized)
+2.98%
10 Years (annualized)
+12.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BAGAX 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)
+13.60%
Peer Avg (YTD)
+8.68%
vs Peers
+4.92%

BAGAX Mutual Fund Performance

BAGAX performance across multiple time periods: 1-month 0.61%, YTD 13.60%, 1-year 7.63%, 3-year 12.51%, 5-year 2.98%, 10-year 12.83%.

BAGAX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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