BLUEX Mutual Fund

NAV$40.38

Returns Overview

1 Month
-0.97%
3 Months
+2.70%
6 Months
-6.21%
YTD
-6.25%
1 Year
-7.30%
3 Years (annualized)
+2.93%
5 Years (annualized)
+0.30%
10 Years (annualized)
+16.57%

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

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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
Bloomberg US Treasury Inflation-Linked Bond Index(^BBGUSTRILBII)
This Mutual Fund (YTD)
-6.25%
Peer Avg (YTD)
+8.97%
vs Peers
-15.23%

BLUEX Mutual Fund Performance

BLUEX performance across multiple time periods: 1-month -0.97%, YTD -6.25%, 1-year -7.30%, 3-year 2.93%, 5-year 0.30%, 10-year 16.57%.

BLUEX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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