BARAX Mutual Fund

BARAX Mutual Fund

NAV$94.76
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Returns Overview

1 Month
+2.10%
3 Months
+8.60%
6 Months
+10.69%
YTD
+5.36%
1 Year
+14.39%
3 Years (annualized)
+13.98%
5 Years (annualized)
+1.28%
10 Years (annualized)
+11.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BARAX 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
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📉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)
+5.36%
Peer Avg (YTD)
+10.76%
vs Peers
-5.40%

BARAX Mutual Fund Performance

BARAX performance across multiple time periods: 1-month 2.10%, YTD 5.36%, 1-year 14.39%, 3-year 13.98%, 5-year 1.28%, 10-year 11.43%.

BARAX returns trail the peer average of 10.76% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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