BIDAX Mutual Fund

BIDAX Mutual Fund

NAV$10.27
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Returns Overview

1 Month
-0.19%
3 Months
-1.21%
6 Months
-2.04%
YTD
-0.01%
1 Year
+3.76%
3 Years (annualized)
+2.97%
5 Years (annualized)
+0.22%
10 Years (annualized)
+1.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIDAX 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
ICE BofA US Municipal Securities Index(^ICEBAUSMSI)
This Mutual Fund (YTD)
-0.01%
Peer Avg (YTD)
+0.15%
vs Peers
-0.16%

BIDAX Mutual Fund Performance

BIDAX performance across multiple time periods: 1-month -0.19%, YTD -0.01%, 1-year 3.76%, 3-year 2.97%, 5-year 0.22%, 10-year 1.00%.

BIDAX returns trail the peer average of 0.15% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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