BVDAX Mutual Fund

BVDAX Mutual Fund

NAV$16.23
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Returns Overview

1 Month
-1.65%
3 Months
+2.71%
6 Months
+5.70%
YTD
+7.19%
1 Year
+15.36%
3 Years (annualized)
+12.93%
5 Years (annualized)
+7.27%
10 Years (annualized)
+9.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BVDAX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+7.19%
Peer Avg (YTD)
+6.57%
vs Peers
+0.62%

BVDAX Mutual Fund Performance

BVDAX performance across multiple time periods: 1-month -1.65%, YTD 7.19%, 1-year 15.36%, 3-year 12.93%, 5-year 7.27%, 10-year 9.08%.

BVDAX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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