BKCPX Mutual Fund

BKCPX Mutual Fund

NAV$12.08
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Returns Overview

1 Month
-1.32%
3 Months
+0.59%
6 Months
+1.27%
YTD
+2.41%
1 Year
+7.66%
3 Years (annualized)
+7.52%
5 Years (annualized)
+2.49%
10 Years (annualized)
+3.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BKCPX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+2.41%
Peer Avg (YTD)
+3.39%
vs Peers
-0.98%

BKCPX Mutual Fund Performance

BKCPX performance across multiple time periods: 1-month -1.32%, YTD 2.41%, 1-year 7.66%, 3-year 7.52%, 5-year 2.49%, 10-year 3.96%.

BKCPX returns trail the peer average of 3.39% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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