BDAIX Mutual Fund

BDAIX Mutual Fund

NAV$36.01
See how much of BDAIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.68%
3 Months
+2.23%
6 Months
+16.18%
YTD
+5.35%
1 Year
+8.49%
3 Years (annualized)
+19.83%
5 Years (annualized)
+12.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BDAIX 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)
+5.35%
Peer Avg (YTD)
+8.68%
vs Peers
-3.33%

BDAIX Mutual Fund Performance

BDAIX performance across multiple time periods: 1-month -0.68%, YTD 5.35%, 1-year 8.49%, 3-year 19.83%, 5-year 12.71%.

BDAIX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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