BLPFX Mutual Fund

BLPFX Mutual Fund

NAV$21.61
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Returns Overview

1 Month
-0.61%
3 Months
+2.36%
6 Months
+4.58%
YTD
+6.62%
1 Year
+14.77%
3 Years (annualized)
+13.24%
5 Years (annualized)
+7.36%
10 Years (annualized)
+8.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BLPFX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+6.62%
Peer Avg (YTD)
+5.54%
vs Peers
+1.08%

BLPFX Mutual Fund Performance

BLPFX performance across multiple time periods: 1-month -0.61%, YTD 6.62%, 1-year 14.77%, 3-year 13.24%, 5-year 7.36%, 10-year 8.87%.

BLPFX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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