BLSIX Mutual Fund

BLSIX Mutual Fund

NAV$15.79
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Returns Overview

1 Month
+4.16%
3 Months
-2.38%
6 Months
+8.01%
YTD
+24.22%
1 Year
+37.30%
3 Years (annualized)
+21.20%
5 Years (annualized)
+6.83%
10 Years (annualized)
+6.56%

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
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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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+24.22%
Peer Avg (YTD)
+20.14%
vs Peers
+4.08%

BLSIX Mutual Fund Performance

BLSIX performance across multiple time periods: 1-month 4.16%, YTD 24.22%, 1-year 37.30%, 3-year 21.20%, 5-year 6.83%, 10-year 6.56%.

BLSIX returns outperform the peer average of 20.14% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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