BWDIX Mutual Fund

BWDIX Mutual Fund

NAV$9.53
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Returns Overview

1 Month
-1.09%
3 Months
-0.68%
6 Months
+0.97%
YTD
+1.23%
1 Year
+2.84%
3 Years (annualized)
+5.92%
5 Years (annualized)
+4.07%
10 Years (annualized)
+3.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BWDIX 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 Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+1.23%
Peer Avg (YTD)
+0.50%
vs Peers
+0.73%

BWDIX Mutual Fund Performance

BWDIX performance across multiple time periods: 1-month -1.09%, YTD 1.23%, 1-year 2.84%, 3-year 5.92%, 5-year 4.07%, 10-year 3.94%.

BWDIX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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