BLCPS Mutual Fund

Returns Overview

1 Month
-0.79%
3 Months
+8.08%
6 Months
+7.75%
YTD
+7.29%
1 Year
+4.47%
3 Years (annualized)
+8.35%
5 Years (annualized)
+1.00%

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
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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World Index Net Return(M1WD)
This Mutual Fund (YTD)
+7.29%
Peer Avg (YTD)
+5.87%
vs Peers
+1.42%

BLCPS Mutual Fund Performance

BLCPS performance across multiple time periods: 1-month -0.79%, YTD 7.29%, 1-year 4.47%, 3-year 8.35%, 5-year 1.00%.

BLCPS returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

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