BNDIX Mutual Fund

NAV$9.58

Returns Overview

1 Month
-0.10%
3 Months
+2.15%
6 Months
+2.39%
YTD
+2.29%
1 Year
+6.82%
3 Years (annualized)
+7.40%
5 Years (annualized)
+3.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BNDIX 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 U.S. Treasury Bills: 1-3 Months(^BBGUSTR1T3MI)
This Mutual Fund (YTD)
+2.29%
Peer Avg (YTD)
+3.23%
vs Peers
-0.94%

BNDIX Mutual Fund Performance

BNDIX performance across multiple time periods: 1-month -0.10%, YTD 2.29%, 1-year 6.82%, 3-year 7.40%, 5-year 3.39%.

BNDIX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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