BDMIX Mutual Fund

NAV$15.39

Returns Overview

1 Month
-0.43%
3 Months
+5.79%
6 Months
+10.36%
YTD
+10.36%
1 Year
+20.52%
3 Years (annualized)
+20.33%
5 Years (annualized)
+13.01%
10 Years (annualized)
+8.69%

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
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)
+10.36%
Peer Avg (YTD)
+3.47%
vs Peers
+6.88%

BDMIX Mutual Fund Performance

BDMIX performance across multiple time periods: 1-month -0.43%, YTD 10.36%, 1-year 20.52%, 3-year 20.33%, 5-year 13.01%, 10-year 8.69%.

BDMIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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