BKRDX Mutual Fund

BKRDX Mutual Fund

NAV$8.95
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Returns Overview

1 Month
+2.68%
3 Months
+2.68%
6 Months
+9.08%
YTD
+12.83%
1 Year
+18.64%
3 Years (annualized)
+10.02%
5 Years (annualized)
+2.17%
10 Years (annualized)
+3.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BKRDX 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
FTSE EPRA Nareit Developed NR USD(^FNDNR)
This Mutual Fund (YTD)
+12.83%
Peer Avg (YTD)
+12.53%
vs Peers
+0.30%

BKRDX Mutual Fund Performance

BKRDX performance across multiple time periods: 1-month 2.68%, YTD 12.83%, 1-year 18.64%, 3-year 10.02%, 5-year 2.17%, 10-year 3.67%.

BKRDX returns outperform the peer average of 12.53% YTD. With an expense ratio of 0.26%, investors should weigh costs against performance when evaluating this mutual fund.

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