BKLSX Mutual Fund

BKLSX Mutual Fund

NAV$9.71
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Returns Overview

1 Month
-0.04%
3 Months
+3.10%
6 Months
+5.27%
YTD
+11.64%
1 Year
+11.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BKLSX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.64%
Peer Avg (YTD)
+14.49%
vs Peers
-2.85%

BKLSX Mutual Fund Performance

BKLSX performance across multiple time periods: 1-month -0.04%, YTD 11.64%, 1-year 11.52%.

BKLSX returns trail the peer average of 14.49% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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