BAGAX Mutual Fund

BAGAX Mutual Fund

NAV$8.02
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Returns Overview

1 Month
-2.18%
3 Months
+2.53%
6 Months
+10.97%
YTD
+11.13%
1 Year
+5.29%
3 Years (annualized)
+16.10%
5 Years (annualized)
+2.47%
10 Years (annualized)
+12.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BAGAX 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)
+11.13%
Peer Avg (YTD)
+5.14%
vs Peers
+5.99%

BAGAX Mutual Fund Performance

BAGAX performance across multiple time periods: 1-month -2.18%, YTD 11.13%, 1-year 5.29%, 3-year 16.10%, 5-year 2.47%, 10-year 12.80%.

BAGAX returns outperform the peer average of 5.14% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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