BFOCX Mutual Fund

BFOCX Mutual Fund

NAV$45.34
See how much of BFOCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.92%
3 Months
-26.15%
6 Months
+23.08%
YTD
+18.97%
1 Year
+16.08%
3 Years (annualized)
+36.75%
5 Years (annualized)
+7.29%
10 Years (annualized)
+25.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BFOCX 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
Dow Jones Industrial Average Index(INDU)
This Mutual Fund (YTD)
+18.97%
Peer Avg (YTD)
+16.41%
vs Peers
+2.56%

BFOCX Mutual Fund Performance

BFOCX performance across multiple time periods: 1-month 4.92%, YTD 18.97%, 1-year 16.08%, 3-year 36.75%, 5-year 7.29%, 10-year 25.52%.

BFOCX returns outperform the peer average of 16.41% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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