BDSIX Mutual Fund

BDSIX Mutual Fund

NAV$23.63
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Returns Overview

1 Month
-2.92%
3 Months
+4.07%
6 Months
+14.83%
YTD
+20.07%
1 Year
+37.19%
3 Years (annualized)
+16.54%
5 Years (annualized)
+7.64%
10 Years (annualized)
+11.39%

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
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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)
+20.07%
Peer Avg (YTD)
+15.31%
vs Peers
+4.76%

BDSIX Mutual Fund Performance

BDSIX performance across multiple time periods: 1-month -2.92%, YTD 20.07%, 1-year 37.19%, 3-year 16.54%, 5-year 7.64%, 10-year 11.39%.

BDSIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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