BALCX Mutual Fund

NAV$40.27

Returns Overview

1 Month
+0.48%
3 Months
+11.16%
6 Months
+9.68%
YTD
+8.92%
1 Year
+19.74%
3 Years (annualized)
+15.97%
5 Years (annualized)
+8.84%
10 Years (annualized)
+9.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BALCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.92%
Peer Avg (YTD)
+5.87%
vs Peers
+3.05%

BALCX Mutual Fund Performance

BALCX performance across multiple time periods: 1-month 0.48%, YTD 8.92%, 1-year 19.74%, 3-year 15.97%, 5-year 8.84%, 10-year 9.28%.

BALCX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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