BDSIX Mutual Fund

NAV$23.54

Returns Overview

1 Month
+3.43%
3 Months
+21.84%
6 Months
+23.67%
YTD
+22.39%
1 Year
+43.06%
3 Years (annualized)
+19.84%
5 Years (annualized)
+7.59%
10 Years (annualized)
+12.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BDSIX 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)
+22.39%
Peer Avg (YTD)
+18.52%
vs Peers
+3.86%

BDSIX Mutual Fund Performance

BDSIX performance across multiple time periods: 1-month 3.43%, YTD 22.39%, 1-year 43.06%, 3-year 19.84%, 5-year 7.59%, 10-year 12.46%.

BDSIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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