BAUAX Mutual Fund

BAUAX Mutual Fund

NAV$30.04
See how much of BAUAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.80%
3 Months
-6.46%
6 Months
+8.92%
YTD
+12.40%
1 Year
+13.09%
3 Years (annualized)
+14.68%
5 Years (annualized)
+9.17%
10 Years (annualized)
+9.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BAUAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+12.40%
Peer Avg (YTD)
+10.34%
vs Peers
+2.05%

BAUAX Mutual Fund Performance

BAUAX performance across multiple time periods: 1-month -4.80%, YTD 12.40%, 1-year 13.09%, 3-year 14.68%, 5-year 9.17%, 10-year 9.20%.

BAUAX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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