BKMPX Mutual Fund

BKMPX Mutual Fund

NAV$14.46
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Returns Overview

1 Month
+1.52%
3 Months
+0.14%
6 Months
+3.97%
YTD
+6.70%
1 Year
+11.53%
3 Years (annualized)
+11.38%
5 Years (annualized)
+5.00%
10 Years (annualized)
+6.96%

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)
+6.70%
Peer Avg (YTD)
+3.78%
vs Peers
+2.92%

BKMPX Mutual Fund Performance

BKMPX performance across multiple time periods: 1-month 1.52%, YTD 6.70%, 1-year 11.53%, 3-year 11.38%, 5-year 5.00%, 10-year 6.96%.

BKMPX returns outperform the peer average of 3.78% 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.