BLYRX Mutual Fund

BLYRX Mutual Fund

NAV$42.95
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Returns Overview

1 Month
-1.35%
3 Months
+10.18%
6 Months
+17.05%
YTD
+16.02%
1 Year
+23.34%
3 Years (annualized)
+21.18%
5 Years (annualized)
+11.91%
10 Years (annualized)
+15.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BLYRX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+16.02%
Peer Avg (YTD)
+6.23%
vs Peers
+9.79%

BLYRX Mutual Fund Performance

BLYRX performance across multiple time periods: 1-month -1.35%, YTD 16.02%, 1-year 23.34%, 3-year 21.18%, 5-year 11.91%, 10-year 15.99%.

BLYRX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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