BLATX Mutual Fund

BLATX Mutual Fund

NAV$14.26
See how much of BLATX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.28%
3 Months
+1.56%
6 Months
+3.47%
YTD
+4.82%
1 Year
+11.54%
3 Years (annualized)
+12.54%
5 Years (annualized)
+5.86%
10 Years (annualized)
+8.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BLATX 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)
+4.82%
Peer Avg (YTD)
+5.54%
vs Peers
-0.71%

BLATX Mutual Fund Performance

BLATX performance across multiple time periods: 1-month -1.28%, YTD 4.82%, 1-year 11.54%, 3-year 12.54%, 5-year 5.86%, 10-year 8.22%.

BLATX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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