BCBDX Mutual Fund

NAV$12.05

Returns Overview

1 Month
-0.70%
3 Months
+11.41%
6 Months
+8.55%
YTD
+7.91%
1 Year
+17.84%
3 Years (annualized)
+13.55%
5 Years (annualized)
+7.84%
10 Years (annualized)
+8.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCBDX 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)
+7.91%
Peer Avg (YTD)
+9.49%
vs Peers
-1.58%

BCBDX Mutual Fund Performance

BCBDX performance across multiple time periods: 1-month -0.70%, YTD 7.91%, 1-year 17.84%, 3-year 13.55%, 5-year 7.84%, 10-year 8.22%.

BCBDX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.83%, investors should weigh costs against performance when evaluating this mutual fund.

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