BALPX Mutual Fund

NAV$10.02

Returns Overview

1 Month
+0.70%
3 Months
+2.02%
6 Months
+2.43%
YTD
+2.33%
1 Year
+5.18%
3 Years (annualized)
+6.08%
5 Years (annualized)
+3.41%
10 Years (annualized)
+6.31%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+2.33%
Peer Avg (YTD)
+3.47%
vs Peers
-1.15%

BALPX Mutual Fund Performance

BALPX performance across multiple time periods: 1-month 0.70%, YTD 2.33%, 1-year 5.18%, 3-year 6.08%, 5-year 3.41%, 10-year 6.31%.

BALPX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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