BFCAX Mutual Fund

BFCAX Mutual Fund

NAV$8.95
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Returns Overview

1 Month
-2.78%
3 Months
-4.26%
6 Months
-3.26%
YTD
-3.61%
1 Year
-3.22%
3 Years (annualized)
+4.09%
5 Years (annualized)
-0.80%
10 Years (annualized)
+2.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BFCAX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
-3.61%
Peer Avg (YTD)
+0.50%
vs Peers
-4.11%

BFCAX Mutual Fund Performance

BFCAX performance across multiple time periods: 1-month -2.78%, YTD -3.61%, 1-year -3.22%, 3-year 4.09%, 5-year -0.80%, 10-year 2.03%.

BFCAX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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