BKBDX Mutual Fund

BKBDX Mutual Fund

NAV$11.97
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Returns Overview

1 Month
+1.49%
3 Months
+4.82%
6 Months
+7.16%
YTD
+10.13%
1 Year
+20.81%
3 Years (annualized)
+14.30%
5 Years (annualized)
+8.71%
10 Years (annualized)
+9.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BKBDX 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
MSCI All Country World Index (net div)
This Mutual Fund (YTD)
+10.13%
Peer Avg (YTD)
+11.41%
vs Peers
-1.29%

BKBDX Mutual Fund Performance

BKBDX performance across multiple time periods: 1-month 1.49%, YTD 10.13%, 1-year 20.81%, 3-year 14.30%, 5-year 8.71%, 10-year 9.02%.

BKBDX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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