BACCX Mutual Fund

NAV$18.11

Returns Overview

1 Month
+9.68%
3 Months
+23.26%
6 Months
+25.29%
YTD
+21.07%
1 Year
+30.64%
3 Years
+13.17%
5 Years
+19.58%
10 Years
+9.15%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would BACCX 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)
+21.07%
Peer Avg (YTD)
+16.58%
vs Peers
+4.49%

BACCX Mutual Fund Performance

BACCX performance across multiple time periods: 1-month 9.68%, YTD 21.07%, 1-year 30.64%, 3-year 13.17%, 5-year 19.58%, 10-year 9.15%.

BACCX returns outperform the peer average of 16.58% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

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