BDFIX Mutual Fund

NAV$39.21

Returns Overview

1 Month
+4.48%
3 Months
+19.08%
6 Months
+6.39%
YTD
+6.16%
1 Year
+9.64%
3 Years (annualized)
+13.45%
5 Years (annualized)
+0.09%
10 Years (annualized)
+14.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BDFIX 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
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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)
+6.16%
Peer Avg (YTD)
+18.52%
vs Peers
-12.37%

BDFIX Mutual Fund Performance

BDFIX performance across multiple time periods: 1-month 4.48%, YTD 6.16%, 1-year 9.64%, 3-year 13.45%, 5-year 0.09%, 10-year 14.29%.

BDFIX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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