BDAIX Mutual Fund

BDAIX Mutual Fund

NAV$35.51
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Returns Overview

1 Month
+2.35%
3 Months
+1.06%
6 Months
+4.01%
YTD
+5.47%
1 Year
+9.25%
3 Years (annualized)
+19.35%
5 Years (annualized)
+13.25%

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)
+5.47%
Peer Avg (YTD)
+6.23%
vs Peers
-0.77%

BDAIX Mutual Fund Performance

BDAIX performance across multiple time periods: 1-month 2.35%, YTD 5.47%, 1-year 9.25%, 3-year 19.35%, 5-year 13.25%.

BDAIX returns trail the peer average of 6.23% 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.