BKIPX Mutual Fund

BKIPX Mutual Fund

NAV$9.55
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Returns Overview

1 Month
+0.23%
3 Months
-0.13%
6 Months
+1.30%
YTD
+1.83%
1 Year
+3.42%
3 Years (annualized)
+5.03%
5 Years (annualized)
+2.85%
10 Years (annualized)
+2.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BKIPX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 0-5 Year US Treasury Inflation-Protected Securities (TIPS) Index(^BBUTIPS5Y)
This Mutual Fund (YTD)
+1.83%
Peer Avg (YTD)
+0.12%
vs Peers
+1.71%

BKIPX Mutual Fund Performance

BKIPX performance across multiple time periods: 1-month 0.23%, YTD 1.83%, 1-year 3.42%, 3-year 5.03%, 5-year 2.85%, 10-year 2.79%.

BKIPX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.06%, investors should weigh costs against performance when evaluating this mutual fund.

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