BKAPX Mutual Fund

BKAPX Mutual Fund

NAV$21.11
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Returns Overview

1 Month
+2.42%
3 Months
+0.71%
6 Months
+9.17%
YTD
+12.23%
1 Year
+19.61%
3 Years (annualized)
+17.42%
5 Years (annualized)
+9.33%
10 Years (annualized)
+11.25%

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
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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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+12.23%
Peer Avg (YTD)
+7.17%
vs Peers
+5.06%

BKAPX Mutual Fund Performance

BKAPX performance across multiple time periods: 1-month 2.42%, YTD 12.23%, 1-year 19.61%, 3-year 17.42%, 5-year 9.33%, 10-year 11.25%.

BKAPX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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