BLPSX Mutual Fund

BLPSX Mutual Fund

NAV$67.73
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Returns Overview

1 Month
-0.30%
3 Months
+3.47%
6 Months
+7.06%
YTD
+8.14%
1 Year
+16.25%
3 Years (annualized)
+15.73%
5 Years (annualized)
+9.55%
10 Years (annualized)
+11.75%

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)
+8.14%
Peer Avg (YTD)
+2.39%
vs Peers
+5.75%

BLPSX Mutual Fund Performance

BLPSX performance across multiple time periods: 1-month -0.30%, YTD 8.14%, 1-year 16.25%, 3-year 15.73%, 5-year 9.55%, 10-year 11.75%.

BLPSX returns outperform the peer average of 2.39% 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.