BDAUX Mutual Fund

BDAUX Mutual Fund

NAV$36.47
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Returns Overview

1 Month
+0.59%
3 Months
-0.36%
6 Months
+10.55%
YTD
+6.06%
1 Year
+11.35%
3 Years (annualized)
+19.84%
5 Years (annualized)
+12.71%

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
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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)
+6.06%
Peer Avg (YTD)
+8.51%
vs Peers
-2.45%

BDAUX Mutual Fund Performance

BDAUX performance across multiple time periods: 1-month 0.59%, YTD 6.06%, 1-year 11.35%, 3-year 19.84%, 5-year 12.71%.

BDAUX 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.

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