BDSAX Mutual Fund

NAV$23.35

Returns Overview

1 Month
+3.42%
3 Months
+21.77%
6 Months
+23.49%
YTD
+22.26%
1 Year
+42.68%
3 Years (annualized)
+19.56%
5 Years (annualized)
+7.76%
10 Years (annualized)
+12.40%

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
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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+22.26%
Peer Avg (YTD)
+18.52%
vs Peers
+3.73%

BDSAX Mutual Fund Performance

BDSAX performance across multiple time periods: 1-month 3.42%, YTD 22.26%, 1-year 42.68%, 3-year 19.56%, 5-year 7.76%, 10-year 12.40%.

BDSAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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