BNDIX Mutual Fund

BNDIX Mutual Fund

NAV$9.40
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Returns Overview

1 Month
+0.32%
3 Months
-0.32%
6 Months
-0.19%
YTD
+1.21%
1 Year
+1.96%
3 Years (annualized)
+7.00%
5 Years (annualized)
+3.40%
10 Years (annualized)
+3.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BNDIX 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 U.S. Treasury Bills: 1-3 Months(^BBGUSTR1T3MI)
This Mutual Fund (YTD)
+1.21%
Peer Avg (YTD)
+0.72%
vs Peers
+0.49%

BNDIX Mutual Fund Performance

BNDIX performance across multiple time periods: 1-month 0.32%, YTD 1.21%, 1-year 1.96%, 3-year 7.00%, 5-year 3.40%, 10-year 3.15%.

BNDIX returns outperform the peer average of 0.72% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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