BDLAX Mutual Fund

BDLAX Mutual Fund

NAV$6.93
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Returns Overview

1 Month
+1.02%
3 Months
-0.17%
6 Months
-1.16%
YTD
+1.18%
1 Year
+3.37%
3 Years (annualized)
+5.66%
5 Years (annualized)
+0.68%
10 Years (annualized)
+3.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BDLAX 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
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+1.18%
Peer Avg (YTD)
+2.15%
vs Peers
-0.97%

BDLAX Mutual Fund Performance

BDLAX performance across multiple time periods: 1-month 1.02%, YTD 1.18%, 1-year 3.37%, 3-year 5.66%, 5-year 0.68%, 10-year 3.09%.

BDLAX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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