BACAX Mutual Fund

NAV$18.30

Returns Overview

1 Month
+9.75%
3 Months
+23.56%
6 Months
+25.78%
YTD
+21.18%
1 Year
+31.65%
3 Years
+13.97%
5 Years
+20.44%
10 Years
+9.93%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would BACAX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI World Energy Index(^MWDEN)
This Mutual Fund (YTD)
+21.18%
Peer Avg (YTD)
+16.58%
vs Peers
+4.60%

BACAX Mutual Fund Performance

BACAX performance across multiple time periods: 1-month 9.75%, YTD 21.18%, 1-year 31.65%, 3-year 13.97%, 5-year 20.44%, 10-year 9.93%.

BACAX returns outperform the peer average of 16.58% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

BACAX performance comparison shows side-by-side returns with another fund. BACAX alternatives are available in the Mutual Fund Screener.