BKBDX Mutual Fund

BKBDX Mutual Fund

NAV$12.01
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Returns Overview

1 Month
-1.32%
3 Months
+1.91%
6 Months
+13.84%
YTD
+10.59%
1 Year
+13.72%
3 Years (annualized)
+16.26%
5 Years (annualized)
+8.87%
10 Years (annualized)
+9.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BKBDX 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
MSCI All Country World Index (net div)
This Mutual Fund (YTD)
+10.59%
Peer Avg (YTD)
+10.00%
vs Peers
+0.59%

BKBDX Mutual Fund Performance

BKBDX performance across multiple time periods: 1-month -1.32%, YTD 10.59%, 1-year 13.72%, 3-year 16.26%, 5-year 8.87%, 10-year 9.26%.

BKBDX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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