BPLBX Mutual Fund

BPLBX Mutual Fund

NAV$9.13
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Returns Overview

1 Month
+0.15%
3 Months
-1.26%
6 Months
-2.36%
YTD
+0.49%
1 Year
+0.75%
3 Years (annualized)
+3.51%
5 Years (annualized)
+0.17%
10 Years (annualized)
+2.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BPLBX 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 Barclays US Treasury Inflation Protected Securities (TIPS) Index(^BBUTIPSTR)
This Mutual Fund (YTD)
+0.49%
Peer Avg (YTD)
+2.15%
vs Peers
-1.66%

BPLBX Mutual Fund Performance

BPLBX performance across multiple time periods: 1-month 0.15%, YTD 0.49%, 1-year 0.75%, 3-year 3.51%, 5-year 0.17%, 10-year 2.42%.

BPLBX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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