BXMDX Mutual Fund

BXMDX Mutual Fund

NAV$11.57
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Returns Overview

1 Month
-0.60%
3 Months
+1.40%
6 Months
+6.23%
YTD
+6.23%
1 Year
+9.95%
3 Years (annualized)
+9.31%
5 Years (annualized)
+5.46%
10 Years (annualized)
+4.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BXMDX 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
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🏦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
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
+6.23%
Peer Avg (YTD)
+5.40%
vs Peers
+0.83%

BXMDX Mutual Fund Performance

BXMDX performance across multiple time periods: 1-month -0.60%, YTD 6.23%, 1-year 9.95%, 3-year 9.31%, 5-year 5.46%, 10-year 4.40%.

BXMDX returns outperform the peer average of 5.40% YTD. With an expense ratio of 3.91%, investors should weigh costs against performance when evaluating this mutual fund.

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