BIDIX Mutual Fund

BIDIX Mutual Fund

NAV$10.79
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Returns Overview

1 Month
-1.80%
3 Months
-0.52%
6 Months
-0.40%
YTD
+0.33%
1 Year
+5.19%
3 Years (annualized)
+2.84%
5 Years (annualized)
+0.43%
10 Years (annualized)
+1.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIDIX 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
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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)
+0.33%
Peer Avg (YTD)
+0.23%
vs Peers
+0.10%

BIDIX Mutual Fund Performance

BIDIX performance across multiple time periods: 1-month -1.80%, YTD 0.33%, 1-year 5.19%, 3-year 2.84%, 5-year 0.43%, 10-year 1.81%.

BIDIX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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