BIAWX Mutual Fund

BIAWX Mutual Fund

NAV$50.65
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Returns Overview

1 Month
-1.02%
3 Months
+6.31%
6 Months
+25.97%
YTD
+10.51%
1 Year
+7.39%
3 Years (annualized)
+14.25%
5 Years (annualized)
+6.46%
10 Years (annualized)
+15.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIAWX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+10.51%
Peer Avg (YTD)
+8.68%
vs Peers
+1.83%

BIAWX Mutual Fund Performance

BIAWX performance across multiple time periods: 1-month -1.02%, YTD 10.51%, 1-year 7.39%, 3-year 14.25%, 5-year 6.46%, 10-year 15.57%.

BIAWX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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