BCLPX Mutual Fund

BCLPX Mutual Fund

NAV$8.78
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Returns Overview

1 Month
+1.05%
3 Months
+0.81%
6 Months
+1.86%
YTD
+3.04%
1 Year
+4.65%
3 Years (annualized)
+5.77%
5 Years (annualized)
+3.21%
10 Years (annualized)
+4.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCLPX 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)
+3.04%
Peer Avg (YTD)
+3.99%
vs Peers
-0.95%

BCLPX Mutual Fund Performance

BCLPX performance across multiple time periods: 1-month 1.05%, YTD 3.04%, 1-year 4.65%, 3-year 5.77%, 5-year 3.21%, 10-year 4.65%.

BCLPX returns trail the peer average of 3.99% YTD. With an expense ratio of 2.27%, investors should weigh costs against performance when evaluating this mutual fund.

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