BDAUX Mutual Fund

NAV$36.22

Returns Overview

1 Month
-3.20%
3 Months
+13.64%
6 Months
+3.39%
YTD
+3.05%
1 Year
+12.09%
3 Years (annualized)
+20.18%
5 Years (annualized)
+13.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BDAUX 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)
+3.05%
Peer Avg (YTD)
+8.97%
vs Peers
-5.92%

BDAUX Mutual Fund Performance

BDAUX performance across multiple time periods: 1-month -3.20%, YTD 3.05%, 1-year 12.09%, 3-year 20.18%, 5-year 13.78%.

BDAUX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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