BADEX Mutual Fund

BADEX Mutual Fund

NAV$12.06
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Returns Overview

1 Month
-3.31%
3 Months
+4.10%
6 Months
+8.48%
YTD
+14.62%
1 Year
+20.34%
3 Years (annualized)
+12.85%
5 Years (annualized)
+7.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BADEX 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 Emerging Markets Index (net)
This Mutual Fund (YTD)
+14.62%
Peer Avg (YTD)
+17.66%
vs Peers
-3.04%

BADEX Mutual Fund Performance

BADEX performance across multiple time periods: 1-month -3.31%, YTD 14.62%, 1-year 20.34%, 3-year 12.85%, 5-year 7.63%.

BADEX returns trail the peer average of 17.66% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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