BLDCX Mutual Fund

BLDCX Mutual Fund

NAV$8.94
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Returns Overview

1 Month
-1.01%
3 Months
-0.61%
6 Months
+0.07%
YTD
-0.15%
1 Year
+0.88%
3 Years (annualized)
+4.24%
5 Years (annualized)
+1.33%
10 Years (annualized)
+1.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BLDCX 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
PROUpgrade to run
🏦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 1-3 Year US Corporate & Government Index(^ICIBOFA13YUCGI)
This Mutual Fund (YTD)
-0.15%
Peer Avg (YTD)
+0.50%
vs Peers
-0.65%

BLDCX Mutual Fund Performance

BLDCX performance across multiple time periods: 1-month -1.01%, YTD -0.15%, 1-year 0.88%, 3-year 4.24%, 5-year 1.33%, 10-year 1.28%.

BLDCX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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