BAFGX Mutual Fund

BAFGX Mutual Fund

NAV$10.41
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Returns Overview

1 Month
-2.05%
3 Months
+2.74%
6 Months
+11.33%
YTD
+11.57%
1 Year
+5.82%
3 Years (annualized)
+16.61%
5 Years (annualized)
+2.91%
10 Years (annualized)
+13.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BAFGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.57%
Peer Avg (YTD)
+4.64%
vs Peers
+6.93%

BAFGX Mutual Fund Performance

BAFGX performance across multiple time periods: 1-month -2.05%, YTD 11.57%, 1-year 5.82%, 3-year 16.61%, 5-year 2.91%, 10-year 13.26%.

BAFGX returns outperform the peer average of 4.64% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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