BDSCX Mutual Fund

NAV$21.99

Returns Overview

1 Month
-5.95%
3 Months
+2.23%
6 Months
+8.43%
YTD
+14.00%
1 Year
+41.59%
3 Years (annualized)
+18.65%
5 Years (annualized)
+9.24%
10 Years (annualized)
+13.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BDSCX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+14.00%
Peer Avg (YTD)
+18.52%
vs Peers
-4.53%

BDSCX Mutual Fund Performance

BDSCX performance across multiple time periods: 1-month -5.95%, YTD 14.00%, 1-year 41.59%, 3-year 18.65%, 5-year 9.24%, 10-year 13.19%.

BDSCX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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