BDAFX Mutual Fund

BDAFX Mutual Fund

NAV$35.37
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Returns Overview

1 Month
-0.72%
3 Months
+2.15%
6 Months
+16.01%
YTD
+5.13%
1 Year
+8.22%
3 Years (annualized)
+19.54%
5 Years (annualized)
+12.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BDAFX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.13%
Peer Avg (YTD)
+8.68%
vs Peers
-3.55%

BDAFX Mutual Fund Performance

BDAFX performance across multiple time periods: 1-month -0.72%, YTD 5.13%, 1-year 8.22%, 3-year 19.54%, 5-year 12.42%.

BDAFX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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