BXFAX Mutual Fund

BXFAX Mutual Fund

NAV$8.14
See how much of BXFAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.04%
3 Months
+1.24%
6 Months
+2.65%
YTD
+1.70%
1 Year
+2.65%
3 Years (annualized)
+5.37%
5 Years (annualized)
+3.98%
10 Years (annualized)
+4.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BXFAX 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
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
+1.70%
Peer Avg (YTD)
+0.50%
vs Peers
+1.20%

BXFAX Mutual Fund Performance

BXFAX performance across multiple time periods: 1-month 0.04%, YTD 1.70%, 1-year 2.65%, 3-year 5.37%, 5-year 3.98%, 10-year 4.38%.

BXFAX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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