BKAPX Mutual Fund

BKAPX Mutual Fund

NAV$21.25
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Returns Overview

1 Month
-1.76%
3 Months
+3.55%
6 Months
+7.64%
YTD
+9.58%
1 Year
+19.40%
3 Years (annualized)
+14.93%
5 Years (annualized)
+9.56%
10 Years (annualized)
+10.96%

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)
+9.58%
Peer Avg (YTD)
+6.57%
vs Peers
+3.01%

BKAPX Mutual Fund Performance

BKAPX performance across multiple time periods: 1-month -1.76%, YTD 9.58%, 1-year 19.40%, 3-year 14.93%, 5-year 9.56%, 10-year 10.96%.

BKAPX returns outperform the peer average of 6.57% 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.