BACIX Mutual Fund

NAV$18.90

Returns Overview

1 Month
+9.75%
3 Months
+23.70%
6 Months
+26.03%
YTD
+21.28%
1 Year
+32.23%
3 Years
+14.43%
5 Years
+20.92%
10 Years
+10.39%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would BACIX 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)
+21.28%
Peer Avg (YTD)
+16.58%
vs Peers
+4.70%

BACIX Mutual Fund Performance

BACIX performance across multiple time periods: 1-month 9.75%, YTD 21.28%, 1-year 32.23%, 3-year 14.43%, 5-year 20.92%, 10-year 10.39%.

BACIX returns outperform the peer average of 16.58% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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