BLPCX Mutual Fund

BLPCX Mutual Fund

NAV$20.74
See how much of BLPCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.29%
3 Months
-1.02%
6 Months
+1.16%
YTD
+5.08%
1 Year
+7.41%
3 Years (annualized)
+14.94%
5 Years (annualized)
+5.99%
10 Years (annualized)
+8.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BLPCX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+5.08%
Peer Avg (YTD)
+5.92%
vs Peers
-0.84%

BLPCX Mutual Fund Performance

BLPCX performance across multiple time periods: 1-month 0.29%, YTD 5.08%, 1-year 7.41%, 3-year 14.94%, 5-year 5.99%, 10-year 8.16%.

BLPCX returns trail the peer average of 5.92% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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