BPEMX Mutual Fund

NAV$9.19

Returns Overview

1 Month
-5.00%
3 Months
-8.61%
6 Months
-5.78%
YTD
-4.20%
1 Year
+0.05%
3 Years (annualized)
-4.85%
5 Years (annualized)
+3.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BPEMX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
-4.20%
Peer Avg (YTD)
+9.81%
vs Peers
-14.01%

BPEMX Mutual Fund Performance

BPEMX performance across multiple time periods: 1-month -5.00%, YTD -4.20%, 1-year 0.05%, 3-year -4.85%, 5-year 3.17%.

BPEMX returns trail the peer average of 9.81% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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