BIALX Mutual Fund

BIALX Mutual Fund

NAV$29.21
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Returns Overview

1 Month
-3.58%
3 Months
+1.54%
6 Months
+5.95%
YTD
-2.81%
1 Year
-0.78%
3 Years (annualized)
+12.84%
5 Years (annualized)
+6.34%
10 Years (annualized)
+12.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIALX 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
FTSE All World Index(^FTAWORLDSR)
This Mutual Fund (YTD)
-2.81%
Peer Avg (YTD)
+8.68%
vs Peers
-11.49%

BIALX Mutual Fund Performance

BIALX performance across multiple time periods: 1-month -3.58%, YTD -2.81%, 1-year -0.78%, 3-year 12.84%, 5-year 6.34%, 10-year 12.27%.

BIALX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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