BAUUX Mutual Fund

BAUUX Mutual Fund

NAV$30.55
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Returns Overview

1 Month
-4.78%
3 Months
-6.36%
6 Months
+9.11%
YTD
+12.72%
1 Year
+13.54%
3 Years (annualized)
+15.15%
5 Years (annualized)
+9.61%
10 Years (annualized)
+9.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BAUUX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+12.72%
Peer Avg (YTD)
+10.34%
vs Peers
+2.37%

BAUUX Mutual Fund Performance

BAUUX performance across multiple time periods: 1-month -4.78%, YTD 12.72%, 1-year 13.54%, 3-year 15.15%, 5-year 9.61%, 10-year 9.60%.

BAUUX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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