BDMIX Mutual Fund

BDMIX Mutual Fund

NAV$16.11
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Returns Overview

1 Month
+1.05%
3 Months
+2.95%
6 Months
+11.13%
YTD
+14.11%
1 Year
+21.83%
3 Years (annualized)
+21.35%
5 Years (annualized)
+13.87%
10 Years (annualized)
+9.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BDMIX 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
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📉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)
+14.11%
Peer Avg (YTD)
+4.75%
vs Peers
+9.36%

BDMIX Mutual Fund Performance

BDMIX performance across multiple time periods: 1-month 1.05%, YTD 14.11%, 1-year 21.83%, 3-year 21.35%, 5-year 13.87%, 10-year 9.06%.

BDMIX returns outperform the peer average of 4.75% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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