BLUEX Mutual Fund

BLUEX Mutual Fund

NAV$41.72
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Returns Overview

1 Month
+6.62%
3 Months
+3.09%
6 Months
+8.04%
YTD
+1.50%
1 Year
+1.46%
3 Years (annualized)
+7.16%
5 Years (annualized)
+1.88%
10 Years (annualized)
+10.21%

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
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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
Bloomberg US Treasury Inflation-Linked Bond Index(^BBGUSTRILBII)
This Mutual Fund (YTD)
+1.50%
Peer Avg (YTD)
+5.23%
vs Peers
-3.74%

BLUEX Mutual Fund Performance

BLUEX performance across multiple time periods: 1-month 6.62%, YTD 1.50%, 1-year 1.46%, 3-year 7.16%, 5-year 1.88%, 10-year 10.21%.

BLUEX returns trail the peer average of 5.23% 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.