BABDX Mutual Fund

BABDX Mutual Fund

NAV$11.85
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Returns Overview

1 Month
+1.78%
3 Months
+2.67%
6 Months
+6.60%
YTD
+11.92%
1 Year
+20.07%
3 Years (annualized)
+15.92%
5 Years (annualized)
+8.54%
10 Years (annualized)
+9.38%

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
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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
MSCI All Country World Index (net div)
This Mutual Fund (YTD)
+11.92%
Peer Avg (YTD)
+12.44%
vs Peers
-0.52%

BABDX Mutual Fund Performance

BABDX performance across multiple time periods: 1-month 1.78%, YTD 11.92%, 1-year 20.07%, 3-year 15.92%, 5-year 8.54%, 10-year 9.38%.

BABDX returns trail the peer average of 12.44% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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