BLPSX Mutual Fund

BLPSX Mutual Fund

NAV$68.65
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Returns Overview

1 Month
+2.13%
3 Months
+0.61%
6 Months
+10.43%
YTD
+10.45%
1 Year
+16.64%
3 Years (annualized)
+17.28%
5 Years (annualized)
+9.40%
10 Years (annualized)
+12.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BLPSX 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)
+10.45%
Peer Avg (YTD)
+4.75%
vs Peers
+5.70%

BLPSX Mutual Fund Performance

BLPSX performance across multiple time periods: 1-month 2.13%, YTD 10.45%, 1-year 16.64%, 3-year 17.28%, 5-year 9.40%, 10-year 12.11%.

BLPSX returns outperform the peer average of 4.75% YTD. With an expense ratio of 2.49%, investors should weigh costs against performance when evaluating this mutual fund.

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