BDAIX Mutual Fund

BDAIX Mutual Fund

NAV$36.46
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Returns Overview

1 Month
+0.57%
3 Months
-0.39%
6 Months
+10.52%
YTD
+6.07%
1 Year
+11.32%
3 Years (annualized)
+19.83%
5 Years (annualized)
+12.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BDAIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.07%
Peer Avg (YTD)
+8.51%
vs Peers
-2.44%

BDAIX Mutual Fund Performance

BDAIX performance across multiple time periods: 1-month 0.57%, YTD 6.07%, 1-year 11.32%, 3-year 19.83%, 5-year 12.71%.

BDAIX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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