BKDEX Mutual Fund

BKDEX Mutual Fund

NAV$12.08
See how much of BKDEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.22%
3 Months
+4.18%
6 Months
+8.65%
YTD
+13.84%
1 Year
+20.64%
3 Years (annualized)
+13.18%
5 Years (annualized)
+7.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BKDEX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Markets Index (net)
This Mutual Fund (YTD)
+13.84%
Peer Avg (YTD)
+17.66%
vs Peers
-3.82%

BKDEX Mutual Fund Performance

BKDEX performance across multiple time periods: 1-month -3.22%, YTD 13.84%, 1-year 20.64%, 3-year 13.18%, 5-year 7.94%.

BKDEX returns trail the peer average of 17.66% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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