BDFIX Mutual Fund

BDFIX Mutual Fund

NAV$38.53
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Returns Overview

1 Month
+3.31%
3 Months
+4.22%
6 Months
+10.32%
YTD
+5.11%
1 Year
+5.75%
3 Years (annualized)
+19.25%
5 Years (annualized)
+0.19%
10 Years (annualized)
+13.20%

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
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📉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)
+5.11%
Peer Avg (YTD)
+12.21%
vs Peers
-7.10%

BDFIX Mutual Fund Performance

BDFIX performance across multiple time periods: 1-month 3.31%, YTD 5.11%, 1-year 5.75%, 3-year 19.25%, 5-year 0.19%, 10-year 13.20%.

BDFIX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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