BFONX Mutual Fund

NAV$18.59

Returns Overview

1 Month
-3.37%
3 Months
-3.47%
6 Months
+8.22%
YTD
-2.91%
1 Year
+5.31%
3 Years
+26.43%
5 Years
+9.91%
10 Years
+16.64%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would BFONX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-2.91%
Peer Avg (YTD)
+0.87%
vs Peers
-3.78%

BFONX Mutual Fund Performance

BFONX performance across multiple time periods: 1-month -3.37%, YTD -2.91%, 1-year 5.31%, 3-year 26.43%, 5-year 9.91%, 10-year 16.64%.

BFONX returns trail the peer average of 0.87% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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