BMDIX Mutual Fund

BMDIX Mutual Fund

NAV$20.39
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Returns Overview

1 Month
+2.81%
3 Months
-3.61%
6 Months
+0.25%
YTD
+3.07%
1 Year
+1.08%
3 Years (annualized)
+4.26%
5 Years (annualized)
-4.04%
10 Years (annualized)
+9.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMDIX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+3.07%
Peer Avg (YTD)
+8.01%
vs Peers
-4.93%

BMDIX Mutual Fund Performance

BMDIX performance across multiple time periods: 1-month 2.81%, YTD 3.07%, 1-year 1.08%, 3-year 4.26%, 5-year -4.04%, 10-year 9.05%.

BMDIX returns trail the peer average of 8.01% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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