BLDRX Mutual Fund

BLDRX Mutual Fund

NAV$9.42
See how much of BLDRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.73%
3 Months
-2.18%
6 Months
+0.34%
YTD
-0.11%
1 Year
+1.27%
3 Years (annualized)
+7.70%
5 Years (annualized)
+3.76%
10 Years (annualized)
+4.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BLDRX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.11%
Peer Avg (YTD)
+2.46%
vs Peers
-2.57%

BLDRX Mutual Fund Performance

BLDRX performance across multiple time periods: 1-month -2.73%, YTD -0.11%, 1-year 1.27%, 3-year 7.70%, 5-year 3.76%, 10-year 4.37%.

BLDRX returns trail the peer average of 2.46% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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