BXMDX Mutual Fund

NAV$11.57

Returns Overview

1 Month
+1.42%
3 Months
+4.77%
6 Months
+4.77%
YTD
+4.77%
1 Year
+12.50%
3 Years (annualized)
+9.38%
5 Years (annualized)
+5.02%
10 Years (annualized)
+4.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BXMDX 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 Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
+4.77%
Peer Avg (YTD)
+3.47%
vs Peers
+1.29%

BXMDX Mutual Fund Performance

BXMDX performance across multiple time periods: 1-month 1.42%, YTD 4.77%, 1-year 12.50%, 3-year 9.38%, 5-year 5.02%, 10-year 4.32%.

BXMDX returns outperform the peer average of 3.47% YTD. With an expense ratio of 4.02%, investors should weigh costs against performance when evaluating this mutual fund.

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