BDFIX Mutual Fund

BDFIX Mutual Fund

NAV$37.77
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Returns Overview

1 Month
-4.99%
3 Months
+5.85%
6 Months
+2.47%
YTD
+0.86%
1 Year
+5.27%
3 Years (annualized)
+10.07%
5 Years (annualized)
-0.66%
10 Years (annualized)
+12.83%

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
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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)
+0.86%
Peer Avg (YTD)
+15.31%
vs Peers
-14.46%

BDFIX Mutual Fund Performance

BDFIX performance across multiple time periods: 1-month -4.99%, YTD 0.86%, 1-year 5.27%, 3-year 10.07%, 5-year -0.66%, 10-year 12.83%.

BDFIX returns trail the peer average of 15.31% 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.