BVDAX Mutual Fund

BVDAX Mutual Fund

NAV$16.10
See how much of BVDAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.30%
3 Months
-1.09%
6 Months
+10.16%
YTD
+7.80%
1 Year
+10.58%
3 Years (annualized)
+14.27%
5 Years (annualized)
+7.38%
10 Years (annualized)
+9.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BVDAX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+7.80%
Peer Avg (YTD)
+6.10%
vs Peers
+1.70%

BVDAX Mutual Fund Performance

BVDAX performance across multiple time periods: 1-month -1.30%, YTD 7.80%, 1-year 10.58%, 3-year 14.27%, 5-year 7.38%, 10-year 9.31%.

BVDAX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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