BFONX Mutual Fund

NAV$19.89

Returns Overview

1 Month
+4.72%
3 Months
+3.03%
6 Months
-4.34%
YTD
-3.95%
1 Year
+9.57%
3 Years
+21.92%
5 Years
+9.87%
10 Years
+16.01%

Risk Metrics (1-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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

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)
-3.95%
Peer Avg (YTD)
+8.82%
vs Peers
-12.76%

BFONX Mutual Fund Performance

BFONX performance across multiple time periods: 1-month 4.72%, YTD -3.95%, 1-year 9.57%, 3-year 21.92%, 5-year 9.87%, 10-year 16.01%.

BFONX returns trail the peer average of 8.82% 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.