BPAIX Mutual Fund

BPAIX Mutual Fund

NAV$38.03
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Returns Overview

1 Month
+2.52%
3 Months
+9.23%
6 Months
+15.59%
YTD
+18.16%
1 Year
+25.86%
3 Years (annualized)
+17.73%
5 Years (annualized)
+11.96%
10 Years (annualized)
+11.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BPAIX 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 3000 Value(^RAV)
This Mutual Fund (YTD)
+18.16%
Peer Avg (YTD)
+12.44%
vs Peers
+5.73%

BPAIX Mutual Fund Performance

BPAIX performance across multiple time periods: 1-month 2.52%, YTD 18.16%, 1-year 25.86%, 3-year 17.73%, 5-year 11.96%, 10-year 11.94%.

BPAIX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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