BKPIX Mutual Fund

BKPIX Mutual Fund

NAV$74.55
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Returns Overview

1 Month
+2.70%
3 Months
+12.38%
6 Months
+13.37%
YTD
+20.78%
1 Year
+34.95%
3 Years (annualized)
+25.54%
5 Years (annualized)
+7.94%
10 Years (annualized)
+11.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BKPIX 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 Total Market Index(^SPTMCDUP:SP)
This Mutual Fund (YTD)
+20.78%
Peer Avg (YTD)
+2.39%
vs Peers
+18.39%

BKPIX Mutual Fund Performance

BKPIX performance across multiple time periods: 1-month 2.70%, YTD 20.78%, 1-year 34.95%, 3-year 25.54%, 5-year 7.94%, 10-year 11.95%.

BKPIX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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