BLDIX Mutual Fund

NAV$9.66

Returns Overview

1 Month
-0.05%
3 Months
+2.57%
6 Months
+2.09%
YTD
+2.09%
1 Year
+6.05%
3 Years (annualized)
+7.50%
5 Years (annualized)
+3.79%
10 Years (annualized)
+4.43%

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
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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.09%
Peer Avg (YTD)
+4.14%
vs Peers
-2.06%

BLDIX Mutual Fund Performance

BLDIX performance across multiple time periods: 1-month -0.05%, YTD 2.09%, 1-year 6.05%, 3-year 7.50%, 5-year 3.79%, 10-year 4.43%.

BLDIX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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