BALPX Mutual Fund

BALPX Mutual Fund

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Returns Overview

1 Month
+0.20%
3 Months
+1.30%
6 Months
+2.01%
YTD
+2.94%
1 Year
+4.53%
3 Years (annualized)
+5.69%
5 Years (annualized)
+3.83%
10 Years (annualized)
+6.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BALPX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+2.94%
Peer Avg (YTD)
+4.75%
vs Peers
-1.81%

BALPX Mutual Fund Performance

BALPX performance across multiple time periods: 1-month 0.20%, YTD 2.94%, 1-year 4.53%, 3-year 5.69%, 5-year 3.83%, 10-year 6.44%.

BALPX returns trail the peer average of 4.75% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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