BRIDX Mutual Fund

NAV$94.23

Returns Overview

1 Month
+1.91%
3 Months
+4.23%
6 Months
+6.22%
YTD
+6.21%
1 Year
+10.01%
3 Years (annualized)
+7.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRIDX 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)
+6.21%
Peer Avg (YTD)
+6.80%
vs Peers
-0.59%

BRIDX Mutual Fund Performance

BRIDX performance across multiple time periods: 1-month 1.91%, YTD 6.21%, 1-year 10.01%, 3-year 7.49%.

BRIDX returns trail the peer average of 6.80% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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