BMDIX Mutual Fund

NAV$20.43

Returns Overview

1 Month
-1.35%
3 Months
+3.29%
6 Months
+2.92%
YTD
+6.46%
1 Year
+14.22%
3 Years (annualized)
+4.35%
5 Years (annualized)
+2.02%
10 Years (annualized)
+13.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BMDIX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+6.46%
Peer Avg (YTD)
+10.82%
vs Peers
-4.35%

BMDIX Mutual Fund Performance

BMDIX performance across multiple time periods: 1-month -1.35%, YTD 6.46%, 1-year 14.22%, 3-year 4.35%, 5-year 2.02%, 10-year 13.10%.

BMDIX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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