BLPIX Mutual Fund

BLPIX Mutual Fund

NAV$89.19
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Returns Overview

1 Month
-1.02%
3 Months
+0.49%
6 Months
+4.22%
YTD
+9.31%
1 Year
+9.52%
3 Years (annualized)
+20.67%
5 Years (annualized)
+9.72%
10 Years (annualized)
+13.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BLPIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.31%
Peer Avg (YTD)
+3.99%
vs Peers
+5.32%

BLPIX Mutual Fund Performance

BLPIX performance across multiple time periods: 1-month -1.02%, YTD 9.31%, 1-year 9.52%, 3-year 20.67%, 5-year 9.72%, 10-year 13.24%.

BLPIX returns outperform the peer average of 3.99% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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