BNDIX Mutual Fund

BNDIX Mutual Fund

NAV$9.43
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Returns Overview

1 Month
-1.36%
3 Months
-1.87%
6 Months
+0.66%
YTD
+0.78%
1 Year
+2.32%
3 Years (annualized)
+7.18%
5 Years (annualized)
+3.34%
10 Years (annualized)
+3.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BNDIX 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 U.S. Treasury Bills: 1-3 Months(^BBGUSTR1T3MI)
This Mutual Fund (YTD)
+0.78%
Peer Avg (YTD)
+0.50%
vs Peers
+0.28%

BNDIX Mutual Fund Performance

BNDIX performance across multiple time periods: 1-month -1.36%, YTD 0.78%, 1-year 2.32%, 3-year 7.18%, 5-year 3.34%, 10-year 3.27%.

BNDIX returns outperform the peer average of 0.50% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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