BLADX Mutual Fund

NAV$9.66

Returns Overview

1 Month
-0.07%
3 Months
+2.51%
6 Months
+1.97%
YTD
+1.97%
1 Year
+5.80%
3 Years (annualized)
+7.23%
5 Years (annualized)
+3.53%
10 Years (annualized)
+4.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BLADX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.97%
Peer Avg (YTD)
+4.14%
vs Peers
-2.18%

BLADX Mutual Fund Performance

BLADX performance across multiple time periods: 1-month -0.07%, YTD 1.97%, 1-year 5.80%, 3-year 7.23%, 5-year 3.53%, 10-year 4.17%.

BLADX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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