BIAFX Mutual Fund

BIAFX Mutual Fund

NAV$47.49
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Returns Overview

1 Month
-1.37%
3 Months
+1.50%
6 Months
+17.01%
YTD
+7.85%
1 Year
+9.57%
3 Years (annualized)
+16.31%
5 Years (annualized)
+9.44%
10 Years (annualized)
+14.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIAFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.85%
Peer Avg (YTD)
+8.68%
vs Peers
-0.83%

BIAFX Mutual Fund Performance

BIAFX performance across multiple time periods: 1-month -1.37%, YTD 7.85%, 1-year 9.57%, 3-year 16.31%, 5-year 9.44%, 10-year 14.47%.

BIAFX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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