BDSAX Mutual Fund

BDSAX Mutual Fund

NAV$22.64
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Returns Overview

1 Month
-2.96%
3 Months
+4.00%
6 Months
+14.63%
YTD
+19.83%
1 Year
+36.79%
3 Years (annualized)
+16.24%
5 Years (annualized)
+7.38%
10 Years (annualized)
+11.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BDSAX 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
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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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+19.83%
Peer Avg (YTD)
+15.31%
vs Peers
+4.52%

BDSAX Mutual Fund Performance

BDSAX performance across multiple time periods: 1-month -2.96%, YTD 19.83%, 1-year 36.79%, 3-year 16.24%, 5-year 7.38%, 10-year 11.12%.

BDSAX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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