BPIRX Mutual Fund

NAV$15.29

Returns Overview

1 Month
+3.18%
3 Months
+7.10%
6 Months
+6.34%
YTD
+5.66%
1 Year
+14.22%
3 Years (annualized)
+13.74%
5 Years (annualized)
+10.92%
10 Years (annualized)
+7.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BPIRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.66%
Peer Avg (YTD)
+3.47%
vs Peers
+2.19%

BPIRX Mutual Fund Performance

BPIRX performance across multiple time periods: 1-month 3.18%, YTD 5.66%, 1-year 14.22%, 3-year 13.74%, 5-year 10.92%, 10-year 7.39%.

BPIRX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

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