BDBKX Mutual Fund

BDBKX Mutual Fund

NAV$32.31
See how much of BDBKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.03%
3 Months
+4.93%
6 Months
+12.70%
YTD
+18.76%
1 Year
+34.08%
3 Years (annualized)
+15.04%
5 Years (annualized)
+7.12%
10 Years (annualized)
+10.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BDBKX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+18.76%
Peer Avg (YTD)
+15.31%
vs Peers
+3.45%

BDBKX Mutual Fund Performance

BDBKX performance across multiple time periods: 1-month -3.03%, YTD 18.76%, 1-year 34.08%, 3-year 15.04%, 5-year 7.12%, 10-year 10.66%.

BDBKX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.07%, investors should weigh costs against performance when evaluating this mutual fund.

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