BSDKX Mutual Fund

BSDKX Mutual Fund

NAV$13.43
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Returns Overview

1 Month
+7.52%
3 Months
-1.66%
6 Months
-10.65%
YTD
-5.04%
1 Year
+2.76%
3 Years (annualized)
+4.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BSDKX 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 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
-5.04%
Peer Avg (YTD)
-0.48%
vs Peers
-4.56%

BSDKX Mutual Fund Performance

BSDKX performance across multiple time periods: 1-month 7.52%, YTD -5.04%, 1-year 2.76%, 3-year 4.32%.

BSDKX returns trail the peer average of -0.48% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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