BDFIX Mutual Fund

BDFIX Mutual Fund

NAV$36.59
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Returns Overview

1 Month
-4.04%
3 Months
-4.16%
6 Months
+14.12%
YTD
+1.74%
1 Year
+2.16%
3 Years (annualized)
+12.91%
5 Years (annualized)
+0.20%
10 Years (annualized)
+13.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BDFIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.74%
Peer Avg (YTD)
+10.34%
vs Peers
-8.60%

BDFIX Mutual Fund Performance

BDFIX performance across multiple time periods: 1-month -4.04%, YTD 1.74%, 1-year 2.16%, 3-year 12.91%, 5-year 0.20%, 10-year 13.19%.

BDFIX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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