BLRYX Mutual Fund

NAV$13.00

Returns Overview

1 Month
-1.15%
3 Months
-2.10%
6 Months
+7.70%
YTD
+8.77%
1 Year
+14.52%
3 Years (annualized)
+10.03%
5 Years (annualized)
+1.26%
10 Years (annualized)
+3.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BLRYX 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
FTSE EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+8.77%
Peer Avg (YTD)
+8.90%
vs Peers
-0.13%

BLRYX Mutual Fund Performance

BLRYX performance across multiple time periods: 1-month -1.15%, YTD 8.77%, 1-year 14.52%, 3-year 10.03%, 5-year 1.26%, 10-year 3.52%.

BLRYX returns trail the peer average of 8.90% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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