BDFFX Mutual Fund

NAV$34.73

Returns Overview

1 Month
-2.83%
3 Months
+3.33%
6 Months
-3.90%
YTD
-1.03%
1 Year
+9.32%
3 Years (annualized)
+13.16%
5 Years (annualized)
+0.53%
10 Years (annualized)
+15.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BDFFX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-1.03%
Peer Avg (YTD)
+18.52%
vs Peers
-19.55%

BDFFX Mutual Fund Performance

BDFFX performance across multiple time periods: 1-month -2.83%, YTD -1.03%, 1-year 9.32%, 3-year 13.16%, 5-year 0.53%, 10-year 15.59%.

BDFFX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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