BDAFX Mutual Fund

NAV$35.77

Returns Overview

1 Month
-3.23%
3 Months
+13.57%
6 Months
+3.26%
YTD
+2.91%
1 Year
+11.81%
3 Years (annualized)
+19.86%
5 Years (annualized)
+13.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BDAFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.91%
Peer Avg (YTD)
+8.97%
vs Peers
-6.06%

BDAFX Mutual Fund Performance

BDAFX performance across multiple time periods: 1-month -3.23%, YTD 2.91%, 1-year 11.81%, 3-year 19.86%, 5-year 13.49%.

BDAFX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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