BLAQX Mutual Fund

BLAQX Mutual Fund

NAV$14.18
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Returns Overview

1 Month
-0.09%
3 Months
-1.28%
6 Months
+0.07%
YTD
+3.06%
1 Year
+4.49%
3 Years (annualized)
+14.08%
5 Years (annualized)
+4.42%
10 Years (annualized)
+7.34%

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)
+3.06%
Peer Avg (YTD)
+5.30%
vs Peers
-2.25%

BLAQX Mutual Fund Performance

BLAQX performance across multiple time periods: 1-month -0.09%, YTD 3.06%, 1-year 4.49%, 3-year 14.08%, 5-year 4.42%, 10-year 7.34%.

BLAQX returns trail the peer average of 5.30% 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.