BARDX Mutual Fund

NAV$8.99

Returns Overview

1 Month
+1.02%
3 Months
+8.34%
6 Months
+10.07%
YTD
+9.93%
1 Year
+13.55%
3 Years (annualized)
+10.04%
5 Years (annualized)
+2.09%
10 Years (annualized)
+3.64%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
FTSE EPRA Nareit Developed NR USD(^FNDNR)
This Mutual Fund (YTD)
+9.93%
Peer Avg (YTD)
+11.24%
vs Peers
-1.31%

BARDX Mutual Fund Performance

BARDX performance across multiple time periods: 1-month 1.02%, YTD 9.93%, 1-year 13.55%, 3-year 10.04%, 5-year 2.09%, 10-year 3.64%.

BARDX returns trail the peer average of 11.24% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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