BLNAX Mutual Fund

BLNAX Mutual Fund

NAV$15.02
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Returns Overview

1 Month
-0.34%
3 Months
+3.07%
6 Months
+5.66%
YTD
+7.66%
1 Year
+16.32%
3 Years (annualized)
+12.40%
5 Years (annualized)
+7.23%
10 Years (annualized)
+7.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BLNAX 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
Morningstar Moderate Target Risk Index(MSAAMMOR)
This Mutual Fund (YTD)
+7.66%
Peer Avg (YTD)
+5.54%
vs Peers
+2.12%

BLNAX Mutual Fund Performance

BLNAX performance across multiple time periods: 1-month -0.34%, YTD 7.66%, 1-year 16.32%, 3-year 12.40%, 5-year 7.23%, 10-year 7.68%.

BLNAX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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