BIDEX Mutual Fund

BIDEX Mutual Fund

NAV$12.15
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Returns Overview

1 Month
-1.46%
3 Months
-0.52%
6 Months
+16.48%
YTD
+17.01%
1 Year
+21.53%
3 Years (annualized)
+16.38%
5 Years (annualized)
+7.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIDEX 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
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📉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
MSCI Emerging Markets Index (net)
This Mutual Fund (YTD)
+17.01%
Peer Avg (YTD)
+20.48%
vs Peers
-3.47%

BIDEX Mutual Fund Performance

BIDEX performance across multiple time periods: 1-month -1.46%, YTD 17.01%, 1-year 21.53%, 3-year 16.38%, 5-year 7.70%.

BIDEX returns trail the peer average of 20.48% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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