BIDVX Mutual Fund

NAV$15.00

Returns Overview

1 Month
+1.78%
3 Months
+2.31%
6 Months
+5.37%
YTD
+10.16%
1 Year
+8.27%
3 Years (annualized)
+14.87%
5 Years (annualized)
+10.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIDVX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Minimum Volatility Index
This Mutual Fund (YTD)
+10.16%
Peer Avg (YTD)
+10.47%
vs Peers
-0.31%

BIDVX Mutual Fund Performance

BIDVX performance across multiple time periods: 1-month 1.78%, YTD 10.16%, 1-year 8.27%, 3-year 14.87%, 5-year 10.03%.

BIDVX returns trail the peer average of 10.47% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

BIDVX performance comparison shows side-by-side returns with another fund. BIDVX alternatives are available in the Mutual Fund Screener.