BDSIX Mutual Fund

BDSIX Mutual Fund

NAV$22.24
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Returns Overview

1 Month
+0.18%
3 Months
-2.05%
6 Months
+1.94%
YTD
+16.38%
1 Year
+18.74%
3 Years (annualized)
+22.37%
5 Years (annualized)
+6.49%
10 Years (annualized)
+11.51%

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)
+16.38%
Peer Avg (YTD)
+12.21%
vs Peers
+4.17%

BDSIX Mutual Fund Performance

BDSIX performance across multiple time periods: 1-month 0.18%, YTD 16.38%, 1-year 18.74%, 3-year 22.37%, 5-year 6.49%, 10-year 11.51%.

BDSIX returns outperform the peer average of 12.21% 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.