BLCPS Mutual Fund

BLCPS Mutual Fund

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Returns Overview

1 Month
-2.40%
3 Months
-0.47%
6 Months
+2.58%
YTD
+4.72%
1 Year
+2.70%
3 Years (annualized)
+6.85%
5 Years (annualized)
+0.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BLCPS 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
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📉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
MSCI All Country World Index Net Return(M1WD)
This Mutual Fund (YTD)
+4.72%
Peer Avg (YTD)
+5.54%
vs Peers
-0.82%

BLCPS Mutual Fund Performance

BLCPS performance across multiple time periods: 1-month -2.40%, YTD 4.72%, 1-year 2.70%, 3-year 6.85%, 5-year 0.43%.

BLCPS returns trail the peer average of 5.54% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

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