BARAX Mutual Fund

BARAX Mutual Fund

NAV$94.24
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Returns Overview

1 Month
-4.21%
3 Months
-6.28%
6 Months
+11.43%
YTD
+3.20%
1 Year
+10.69%
3 Years (annualized)
+10.80%
5 Years (annualized)
+1.99%
10 Years (annualized)
+11.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BARAX 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)
+3.20%
Peer Avg (YTD)
+6.72%
vs Peers
-3.52%

BARAX Mutual Fund Performance

BARAX performance across multiple time periods: 1-month -4.21%, YTD 3.20%, 1-year 10.69%, 3-year 10.80%, 5-year 1.99%, 10-year 11.16%.

BARAX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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