BARDX Mutual Fund

BARDX Mutual Fund

NAV$8.21
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Returns Overview

1 Month
-3.21%
3 Months
+0.34%
6 Months
-1.45%
YTD
+9.19%
1 Year
+9.70%
3 Years (annualized)
+9.76%
5 Years (annualized)
+0.94%
10 Years (annualized)
+3.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BARDX 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
FTSE EPRA Nareit Developed NR USD(^FNDNR)
This Mutual Fund (YTD)
+9.19%
Peer Avg (YTD)
+9.10%
vs Peers
+0.10%

BARDX Mutual Fund Performance

BARDX performance across multiple time periods: 1-month -3.21%, YTD 9.19%, 1-year 9.70%, 3-year 9.76%, 5-year 0.94%, 10-year 3.37%.

BARDX returns outperform the peer average of 9.10% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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