BDFUX Mutual Fund

BDFUX Mutual Fund

NAV$37.53
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Returns Overview

1 Month
+5.12%
3 Months
+4.35%
6 Months
+7.62%
YTD
+5.99%
1 Year
+7.08%
3 Years (annualized)
+12.91%
5 Years (annualized)
+0.89%
10 Years (annualized)
+13.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BDFUX 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)
+5.99%
Peer Avg (YTD)
+15.20%
vs Peers
-9.21%

BDFUX Mutual Fund Performance

BDFUX performance across multiple time periods: 1-month 5.12%, YTD 5.99%, 1-year 7.08%, 3-year 12.91%, 5-year 0.89%, 10-year 13.94%.

BDFUX returns trail the peer average of 15.20% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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