BDOAX Mutual Fund

NAV$14.29

Returns Overview

1 Month
+0.35%
3 Months
+12.76%
6 Months
+14.56%
YTD
+13.03%
1 Year
+27.84%
3 Years (annualized)
+18.58%
5 Years (annualized)
+8.43%
10 Years (annualized)
+9.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BDOAX 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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+13.03%
Peer Avg (YTD)
+9.13%
vs Peers
+3.90%

BDOAX Mutual Fund Performance

BDOAX performance across multiple time periods: 1-month 0.35%, YTD 13.03%, 1-year 27.84%, 3-year 18.58%, 5-year 8.43%, 10-year 9.25%.

BDOAX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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