BKBDX Mutual Fund

NAV$12.18

Returns Overview

1 Month
-0.54%
3 Months
+11.70%
6 Months
+9.15%
YTD
+8.51%
1 Year
+19.22%
3 Years (annualized)
+14.81%
5 Years (annualized)
+8.63%
10 Years (annualized)
+9.19%

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
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 All Country World Index (net div)
This Mutual Fund (YTD)
+8.51%
Peer Avg (YTD)
+9.49%
vs Peers
-0.98%

BKBDX Mutual Fund Performance

BKBDX performance across multiple time periods: 1-month -0.54%, YTD 8.51%, 1-year 19.22%, 3-year 14.81%, 5-year 8.63%, 10-year 9.19%.

BKBDX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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