BLSIX Mutual Fund

NAV$14.85

Returns Overview

3 Months
+22.67%
6 Months
+27.25%
YTD
+24.23%
1 Year
+45.53%
3 Years (annualized)
+22.00%
5 Years (annualized)
+5.96%
10 Years (annualized)
+6.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BLSIX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+24.23%
Peer Avg (YTD)
+23.08%
vs Peers
+1.15%

BLSIX Mutual Fund Performance

BLSIX performance across multiple time periods: YTD 24.23%, 1-year 45.53%, 3-year 22.00%, 5-year 5.96%, 10-year 6.81%.

BLSIX returns outperform the peer average of 23.08% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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