BDVEX Mutual Fund

BDVEX Mutual Fund

NAV$15.83
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Returns Overview

1 Month
+3.09%
3 Months
+1.62%
6 Months
+12.18%
YTD
+13.64%
1 Year
+20.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BDVEX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+13.64%
Peer Avg (YTD)
+11.21%
vs Peers
+2.43%

BDVEX Mutual Fund Performance

BDVEX performance across multiple time periods: 1-month 3.09%, YTD 13.64%, 1-year 20.68%.

BDVEX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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