BKRDX Mutual Fund

BKRDX Mutual Fund

NAV$8.14
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Returns Overview

1 Month
-3.10%
3 Months
+0.51%
6 Months
-1.31%
YTD
+9.33%
1 Year
+9.98%
3 Years (annualized)
+10.09%
5 Years (annualized)
+1.27%
10 Years (annualized)
+3.63%

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
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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
FTSE EPRA Nareit Developed NR USD(^FNDNR)
This Mutual Fund (YTD)
+9.33%
Peer Avg (YTD)
+9.10%
vs Peers
+0.23%

BKRDX Mutual Fund Performance

BKRDX performance across multiple time periods: 1-month -3.10%, YTD 9.33%, 1-year 9.98%, 3-year 10.09%, 5-year 1.27%, 10-year 3.63%.

BKRDX returns outperform the peer average of 9.10% 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.