BALPX Mutual Fund

BALPX Mutual Fund

NAV$9.94
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Returns Overview

1 Month
+0.40%
3 Months
+1.20%
6 Months
+1.32%
YTD
+2.84%
1 Year
+5.07%
3 Years (annualized)
+5.63%
5 Years (annualized)
+3.71%
10 Years (annualized)
+4.70%

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)
+2.84%
Peer Avg (YTD)
+2.39%
vs Peers
+0.45%

BALPX Mutual Fund Performance

BALPX performance across multiple time periods: 1-month 0.40%, YTD 2.84%, 1-year 5.07%, 3-year 5.63%, 5-year 3.71%, 10-year 4.70%.

BALPX returns outperform the peer average of 2.39% 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.