BABDX Mutual Fund

NAV$12.13

Returns Overview

1 Month
-0.62%
3 Months
+11.64%
6 Months
+8.98%
YTD
+8.33%
1 Year
+18.82%
3 Years (annualized)
+14.47%
5 Years (annualized)
+8.27%
10 Years (annualized)
+9.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BABDX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World Index (net div)
This Mutual Fund (YTD)
+8.33%
Peer Avg (YTD)
+9.49%
vs Peers
-1.16%

BABDX Mutual Fund Performance

BABDX performance across multiple time periods: 1-month -0.62%, YTD 8.33%, 1-year 18.82%, 3-year 14.47%, 5-year 8.27%, 10-year 9.30%.

BABDX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

BABDX performance comparison shows side-by-side returns with another fund. BABDX alternatives are available in the Mutual Fund Screener.