BLDIX Mutual Fund

BLDIX Mutual Fund

NAV$9.68
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Returns Overview

1 Month
-0.33%
3 Months
+0.40%
6 Months
+0.97%
YTD
+1.75%
1 Year
+5.87%
3 Years (annualized)
+7.06%
5 Years (annualized)
+3.62%
10 Years (annualized)
+4.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BLDIX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.75%
Peer Avg (YTD)
+3.39%
vs Peers
-1.63%

BLDIX Mutual Fund Performance

BLDIX performance across multiple time periods: 1-month -0.33%, YTD 1.75%, 1-year 5.87%, 3-year 7.06%, 5-year 3.62%, 10-year 4.25%.

BLDIX returns trail the peer average of 3.39% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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