BWDTX Mutual Fund

BWDTX Mutual Fund

NAV$9.94
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Returns Overview

3 Months
+0.91%
6 Months
+1.58%
YTD
+1.98%
1 Year
+5.12%
3 Years (annualized)
+6.75%
5 Years (annualized)
+4.52%
10 Years (annualized)
+4.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BWDTX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+1.98%
Peer Avg (YTD)
+0.12%
vs Peers
+1.86%

BWDTX Mutual Fund Performance

BWDTX performance across multiple time periods: YTD 1.98%, 1-year 5.12%, 3-year 6.75%, 5-year 4.52%, 10-year 4.13%.

BWDTX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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