BDVIX Mutual Fund

BDVIX Mutual Fund

NAV$9.49
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Returns Overview

1 Month
+0.20%
3 Months
-0.53%
6 Months
-1.54%
YTD
-0.01%
1 Year
+1.88%
3 Years (annualized)
+3.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BDVIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.01%
Peer Avg (YTD)
+2.15%
vs Peers
-2.17%

BDVIX Mutual Fund Performance

BDVIX performance across multiple time periods: 1-month 0.20%, YTD -0.01%, 1-year 1.88%, 3-year 3.91%.

BDVIX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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