BFONX Mutual Fund

BFONX Mutual Fund

NAV$21.90
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Returns Overview

1 Month
-2.18%
3 Months
+6.72%
6 Months
+14.11%
YTD
-0.75%
1 Year
+17.25%
3 Years (annualized)
+30.98%
5 Years (annualized)
+13.53%
10 Years (annualized)
+22.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BFONX 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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-0.75%
Peer Avg (YTD)
+8.68%
vs Peers
-9.43%

BFONX Mutual Fund Performance

BFONX performance across multiple time periods: 1-month -2.18%, YTD -0.75%, 1-year 17.25%, 3-year 30.98%, 5-year 13.53%, 10-year 22.18%.

BFONX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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