BKMPX Mutual Fund

NAV$14.73

Returns Overview

1 Month
+0.27%
3 Months
+8.50%
6 Months
+7.08%
YTD
+6.84%
1 Year
+14.23%
3 Years (annualized)
+11.36%
5 Years (annualized)
+4.90%
10 Years (annualized)
+6.70%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+6.84%
Peer Avg (YTD)
+4.14%
vs Peers
+2.70%

BKMPX Mutual Fund Performance

BKMPX performance across multiple time periods: 1-month 0.27%, YTD 6.84%, 1-year 14.23%, 3-year 11.36%, 5-year 4.90%, 10-year 6.70%.

BKMPX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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