BALFX Mutual Fund

BALFX Mutual Fund

NAV$40.06
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Returns Overview

1 Month
+1.11%
3 Months
-0.31%
6 Months
+2.07%
YTD
+7.28%
1 Year
+10.28%
3 Years (annualized)
+17.80%
5 Years (annualized)
+8.51%
10 Years (annualized)
+10.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BALFX 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)
+7.28%
Peer Avg (YTD)
+5.28%
vs Peers
+2.00%

BALFX Mutual Fund Performance

BALFX performance across multiple time periods: 1-month 1.11%, YTD 7.28%, 1-year 10.28%, 3-year 17.80%, 5-year 8.51%, 10-year 10.14%.

BALFX returns outperform the peer average of 5.28% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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