BIDIX Mutual Fund

BIDIX Mutual Fund

NAV$10.39
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Returns Overview

1 Month
-4.06%
3 Months
-5.95%
6 Months
-3.76%
YTD
-3.91%
1 Year
-2.57%
3 Years (annualized)
+3.23%
5 Years (annualized)
+0.43%
10 Years (annualized)
+1.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIDIX 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
ICE BofA US Municipal Securities Index(^ICEBAUSMSI)
This Mutual Fund (YTD)
-3.91%
Peer Avg (YTD)
-3.84%
vs Peers
-0.07%

BIDIX Mutual Fund Performance

BIDIX performance across multiple time periods: 1-month -4.06%, YTD -3.91%, 1-year -2.57%, 3-year 3.23%, 5-year 0.43%, 10-year 1.81%.

BIDIX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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