BARDX Mutual Fund

BARDX Mutual Fund

NAV$8.24
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Returns Overview

1 Month
-5.61%
3 Months
-6.24%
6 Months
+1.58%
YTD
+3.07%
1 Year
+2.47%
3 Years (annualized)
+9.76%
5 Years (annualized)
+0.94%
10 Years (annualized)
+3.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BARDX 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
FTSE EPRA Nareit Developed NR USD(^FNDNR)
This Mutual Fund (YTD)
+3.07%
Peer Avg (YTD)
+4.73%
vs Peers
-1.66%

BARDX Mutual Fund Performance

BARDX performance across multiple time periods: 1-month -5.61%, YTD 3.07%, 1-year 2.47%, 3-year 9.76%, 5-year 0.94%, 10-year 3.37%.

BARDX returns trail the peer average of 4.73% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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