BLDRX Mutual Fund

NAV$9.68

Returns Overview

1 Month
-0.04%
3 Months
+2.58%
6 Months
+2.11%
YTD
+2.11%
1 Year
+6.21%
3 Years (annualized)
+7.59%
5 Years (annualized)
+3.84%
10 Years (annualized)
+4.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BLDRX 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)
+2.11%
Peer Avg (YTD)
+4.14%
vs Peers
-2.03%

BLDRX Mutual Fund Performance

BLDRX performance across multiple time periods: 1-month -0.04%, YTD 2.11%, 1-year 6.21%, 3-year 7.59%, 5-year 3.84%, 10-year 4.50%.

BLDRX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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