BDSIX Mutual Fund

BDSIX Mutual Fund

NAV$22.50
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Returns Overview

1 Month
-3.73%
3 Months
-5.08%
6 Months
+15.66%
YTD
+16.18%
1 Year
+20.82%
3 Years (annualized)
+18.78%
5 Years (annualized)
+7.68%
10 Years (annualized)
+11.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BDSIX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+16.18%
Peer Avg (YTD)
+10.34%
vs Peers
+5.83%

BDSIX Mutual Fund Performance

BDSIX performance across multiple time periods: 1-month -3.73%, YTD 16.18%, 1-year 20.82%, 3-year 18.78%, 5-year 7.68%, 10-year 11.52%.

BDSIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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