BDMIX Mutual Fund

BDMIX Mutual Fund

NAV$15.84
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Returns Overview

1 Month
+2.33%
3 Months
+5.20%
6 Months
+11.77%
YTD
+12.92%
1 Year
+24.51%
3 Years (annualized)
+20.79%
5 Years (annualized)
+13.32%
10 Years (annualized)
+8.60%

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)
+12.92%
Peer Avg (YTD)
+2.39%
vs Peers
+10.54%

BDMIX Mutual Fund Performance

BDMIX performance across multiple time periods: 1-month 2.33%, YTD 12.92%, 1-year 24.51%, 3-year 20.79%, 5-year 13.32%, 10-year 8.60%.

BDMIX returns outperform the peer average of 2.39% 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.