BAUAX Mutual Fund

NAV$32.55

Returns Overview

1 Month
+3.60%
3 Months
+9.97%
6 Months
+19.10%
YTD
+23.76%
1 Year
+33.32%
3 Years (annualized)
+14.81%
5 Years (annualized)
+8.42%
10 Years (annualized)
+9.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BAUAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+23.76%
Peer Avg (YTD)
+18.52%
vs Peers
+5.24%

BAUAX Mutual Fund Performance

BAUAX performance across multiple time periods: 1-month 3.60%, YTD 23.76%, 1-year 33.32%, 3-year 14.81%, 5-year 8.42%, 10-year 9.24%.

BAUAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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