BDMAX Mutual Fund

BDMAX Mutual Fund

NAV$15.69
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Returns Overview

1 Month
+1.01%
3 Months
+3.72%
6 Months
+11.88%
YTD
+14.79%
1 Year
+22.50%
3 Years (annualized)
+21.35%
5 Years (annualized)
+13.78%
10 Years (annualized)
+8.83%

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)
+14.79%
Peer Avg (YTD)
+4.75%
vs Peers
+10.04%

BDMAX Mutual Fund Performance

BDMAX performance across multiple time periods: 1-month 1.01%, YTD 14.79%, 1-year 22.50%, 3-year 21.35%, 5-year 13.78%, 10-year 8.83%.

BDMAX returns outperform the peer average of 4.75% 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.