BKDEX Mutual Fund

NAV$12.19

Returns Overview

1 Month
+0.79%
3 Months
+16.99%
6 Months
+18.61%
YTD
+17.63%
1 Year
+24.10%
3 Years (annualized)
+15.87%
5 Years (annualized)
+7.37%

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

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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 Emerging Markets Index (net)
This Mutual Fund (YTD)
+17.63%
Peer Avg (YTD)
+23.08%
vs Peers
-5.44%

BKDEX Mutual Fund Performance

BKDEX performance across multiple time periods: 1-month 0.79%, YTD 17.63%, 1-year 24.10%, 3-year 15.87%, 5-year 7.37%.

BKDEX returns trail the peer average of 23.08% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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