BKAPX Mutual Fund

NAV$21.36

Returns Overview

1 Month
+0.10%
3 Months
+14.70%
6 Months
+12.13%
YTD
+11.54%
1 Year
+22.87%
3 Years (annualized)
+16.51%
5 Years (annualized)
+9.99%
10 Years (annualized)
+11.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BKAPX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+11.54%
Peer Avg (YTD)
+6.73%
vs Peers
+4.81%

BKAPX Mutual Fund Performance

BKAPX performance across multiple time periods: 1-month 0.10%, YTD 11.54%, 1-year 22.87%, 3-year 16.51%, 5-year 9.99%, 10-year 11.50%.

BKAPX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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