BLUEX Mutual Fund

BLUEX Mutual Fund

NAV$40.49
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Returns Overview

1 Month
+5.02%
3 Months
+4.80%
6 Months
+0.33%
YTD
-1.54%
1 Year
+1.16%
3 Years (annualized)
+3.78%
5 Years (annualized)
+0.97%
10 Years (annualized)
+9.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BLUEX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Treasury Inflation-Linked Bond Index(^BBGUSTRILBII)
This Mutual Fund (YTD)
-1.54%
Peer Avg (YTD)
+6.23%
vs Peers
-7.78%

BLUEX Mutual Fund Performance

BLUEX performance across multiple time periods: 1-month 5.02%, YTD -1.54%, 1-year 1.16%, 3-year 3.78%, 5-year 0.97%, 10-year 9.71%.

BLUEX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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