BLARX Mutual Fund

BLARX Mutual Fund

NAV$14.18
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Returns Overview

1 Month
-1.33%
3 Months
+1.37%
6 Months
+3.08%
YTD
+4.39%
1 Year
+10.97%
3 Years (annualized)
+11.97%
5 Years (annualized)
+5.32%
10 Years (annualized)
+6.91%

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
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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%

BLARX Mutual Fund Performance

BLARX performance across multiple time periods: 1-month -1.33%, YTD 4.39%, 1-year 10.97%, 3-year 11.97%, 5-year 5.32%, 10-year 6.91%.

BLARX returns trail the peer average of 5.54% 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.