BLARX Mutual Fund

BLARX Mutual Fund

NAV$13.94
See how much of BLARX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.68%
3 Months
+0.56%
6 Months
+2.61%
YTD
+5.10%
1 Year
+9.79%
3 Years (annualized)
+12.65%
5 Years (annualized)
+3.90%
10 Years (annualized)
+6.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BLARX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+5.10%
Peer Avg (YTD)
+6.28%
vs Peers
-1.18%

BLARX Mutual Fund Performance

BLARX performance across multiple time periods: 1-month 0.68%, YTD 5.10%, 1-year 9.79%, 3-year 12.65%, 5-year 3.90%, 10-year 6.90%.

BLARX returns trail the peer average of 6.28% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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