BLNAX Mutual Fund

NAV$15.06
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Returns Overview

1 Month
+0.20%
3 Months
+9.69%
6 Months
+8.66%
YTD
+8.02%
1 Year
+17.70%
3 Years (annualized)
+16.88%
5 Years (annualized)
+9.13%

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
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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

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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
Morningstar Moderate Target Risk Index(MSAAMMOR)
This Mutual Fund (YTD)
+8.02%
Peer Avg (YTD)
+5.87%
vs Peers
+2.16%

BLNAX Mutual Fund Performance

BLNAX performance across multiple time periods: 1-month 0.20%, YTD 8.02%, 1-year 17.70%, 3-year 16.88%, 5-year 9.13%.

BLNAX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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