BDMCX Mutual Fund

NAV$13.57

Returns Overview

1 Month
-0.49%
3 Months
+5.55%
6 Months
+9.86%
YTD
+9.86%
1 Year
+19.38%
3 Years (annualized)
+19.16%
5 Years (annualized)
+11.92%
10 Years (annualized)
+7.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BDMCX 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)
+9.86%
Peer Avg (YTD)
+3.47%
vs Peers
+6.39%

BDMCX Mutual Fund Performance

BDMCX performance across multiple time periods: 1-month -0.49%, YTD 9.86%, 1-year 19.38%, 3-year 19.16%, 5-year 11.92%, 10-year 7.49%.

BDMCX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.34%, investors should weigh costs against performance when evaluating this mutual fund.

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