BLAQX Mutual Fund

BLAQX Mutual Fund

NAV$14.69
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Returns Overview

1 Month
-1.36%
3 Months
+1.37%
6 Months
+3.06%
YTD
+4.39%
1 Year
+10.84%
3 Years (annualized)
+11.86%
5 Years (annualized)
+5.22%
10 Years (annualized)
+6.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BLAQX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+4.39%
Peer Avg (YTD)
+5.54%
vs Peers
-1.15%

BLAQX Mutual Fund Performance

BLAQX performance across multiple time periods: 1-month -1.36%, YTD 4.39%, 1-year 10.84%, 3-year 11.86%, 5-year 5.22%, 10-year 6.79%.

BLAQX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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