BKDEX Mutual Fund

BKDEX Mutual Fund

NAV$12.16
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Returns Overview

1 Month
-1.38%
3 Months
-0.43%
6 Months
+16.48%
YTD
+17.12%
1 Year
+21.68%
3 Years (annualized)
+16.43%
5 Years (annualized)
+7.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BKDEX 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)
+17.12%
Peer Avg (YTD)
+20.48%
vs Peers
-3.36%

BKDEX Mutual Fund Performance

BKDEX performance across multiple time periods: 1-month -1.38%, YTD 17.12%, 1-year 21.68%, 3-year 16.43%, 5-year 7.73%.

BKDEX returns trail the peer average of 20.48% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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