BLPIX Mutual Fund

NAV$91.64

Returns Overview

1 Month
-1.11%
3 Months
+14.71%
6 Months
+9.23%
YTD
+9.02%
1 Year
+20.13%
3 Years (annualized)
+17.63%
5 Years (annualized)
+10.87%
10 Years (annualized)
+13.22%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.02%
Peer Avg (YTD)
+3.47%
vs Peers
+5.55%

BLPIX Mutual Fund Performance

BLPIX performance across multiple time periods: 1-month -1.11%, YTD 9.02%, 1-year 20.13%, 3-year 17.63%, 5-year 10.87%, 10-year 13.22%.

BLPIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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