BKMPX Mutual Fund

BKMPX Mutual Fund

NAV$14.69
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Returns Overview

1 Month
-1.63%
3 Months
+1.83%
6 Months
+3.81%
YTD
+5.09%
1 Year
+11.70%
3 Years (annualized)
+10.32%
5 Years (annualized)
+4.46%
10 Years (annualized)
+6.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BKMPX 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)
+5.09%
Peer Avg (YTD)
+3.39%
vs Peers
+1.71%

BKMPX Mutual Fund Performance

BKMPX performance across multiple time periods: 1-month -1.63%, YTD 5.09%, 1-year 11.70%, 3-year 10.32%, 5-year 4.46%, 10-year 6.33%.

BKMPX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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