BDAVX Mutual Fund

BDAVX Mutual Fund

NAV$15.73
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Returns Overview

1 Month
-1.73%
3 Months
+2.61%
6 Months
+5.56%
YTD
+6.99%
1 Year
+15.08%
3 Years (annualized)
+12.67%
5 Years (annualized)
+7.00%
10 Years (annualized)
+8.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BDAVX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+6.99%
Peer Avg (YTD)
+6.57%
vs Peers
+0.42%

BDAVX Mutual Fund Performance

BDAVX performance across multiple time periods: 1-month -1.73%, YTD 6.99%, 1-year 15.08%, 3-year 12.67%, 5-year 7.00%, 10-year 8.54%.

BDAVX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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