BPLEX Mutual Fund

BPLEX Mutual Fund

NAV$13.38
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Returns Overview

1 Month
+5.70%
3 Months
+10.83%
6 Months
+19.64%
YTD
+21.93%
1 Year
+36.98%
3 Years (annualized)
+23.71%
5 Years (annualized)
+19.02%
10 Years (annualized)
+10.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BPLEX 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
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📉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
S&P 500 Value Index(^SP500V:SP)
This Mutual Fund (YTD)
+21.93%
Peer Avg (YTD)
+4.85%
vs Peers
+17.08%

BPLEX Mutual Fund Performance

BPLEX performance across multiple time periods: 1-month 5.70%, YTD 21.93%, 1-year 36.98%, 3-year 23.71%, 5-year 19.02%, 10-year 10.63%.

BPLEX returns outperform the peer average of 4.85% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

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