BAIAX Mutual Fund

NAV$9.43

Returns Overview

1 Month
-0.53%
3 Months
-0.95%
6 Months
-1.98%
YTD
-1.87%
1 Year
+3.12%
3 Years (annualized)
+3.85%
5 Years (annualized)
+0.27%
10 Years (annualized)
+1.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BAIAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Barclays Intermediate US Aggregate Index(^BBIAB)
This Mutual Fund (YTD)
-1.87%
Peer Avg (YTD)
+3.23%
vs Peers
-5.10%

BAIAX Mutual Fund Performance

BAIAX performance across multiple time periods: 1-month -0.53%, YTD -1.87%, 1-year 3.12%, 3-year 3.85%, 5-year 0.27%, 10-year 1.30%.

BAIAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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