BDMAX Mutual Fund

BDMAX Mutual Fund

NAV$14.96
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Returns Overview

1 Month
+2.32%
3 Months
+5.13%
6 Months
+11.63%
YTD
+12.73%
1 Year
+24.24%
3 Years (annualized)
+20.50%
5 Years (annualized)
+13.02%
10 Years (annualized)
+8.54%

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
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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 3 Mnt Treasury Bill Index(ICEBOFA3MTBI)
This Mutual Fund (YTD)
+12.73%
Peer Avg (YTD)
+2.39%
vs Peers
+10.34%

BDMAX Mutual Fund Performance

BDMAX performance across multiple time periods: 1-month 2.32%, YTD 12.73%, 1-year 24.24%, 3-year 20.50%, 5-year 13.02%, 10-year 8.54%.

BDMAX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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