BDMAX Mutual Fund

NAV$14.99

Returns Overview

1 Month
-0.44%
3 Months
+5.72%
6 Months
+10.18%
YTD
+10.18%
1 Year
+20.24%
3 Years (annualized)
+20.03%
5 Years (annualized)
+12.72%
10 Years (annualized)
+8.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BDMAX 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
PROUpgrade to run

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
Ice BofA 3 Mnt Treasury Bill Index(ICEBOFA3MTBI)
This Mutual Fund (YTD)
+10.18%
Peer Avg (YTD)
+3.47%
vs Peers
+6.70%

BDMAX Mutual Fund Performance

BDMAX performance across multiple time periods: 1-month -0.44%, YTD 10.18%, 1-year 20.24%, 3-year 20.03%, 5-year 12.72%, 10-year 8.38%.

BDMAX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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