BALCX Mutual Fund

BALCX Mutual Fund

NAV$39.86
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Returns Overview

1 Month
-2.54%
3 Months
-3.07%
6 Months
+7.75%
YTD
+5.58%
1 Year
+10.17%
3 Years (annualized)
+15.67%
5 Years (annualized)
+8.24%
10 Years (annualized)
+9.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BALCX 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)
+5.58%
Peer Avg (YTD)
+4.96%
vs Peers
+0.62%

BALCX Mutual Fund Performance

BALCX performance across multiple time periods: 1-month -2.54%, YTD 5.58%, 1-year 10.17%, 3-year 15.67%, 5-year 8.24%, 10-year 9.27%.

BALCX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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