BPLEX Mutual Fund

NAV$12.83

Returns Overview

1 Month
+4.49%
3 Months
+12.45%
6 Months
+14.80%
YTD
+15.35%
1 Year
+30.72%
3 Years (annualized)
+22.58%
5 Years (annualized)
+22.41%
10 Years (annualized)
+15.16%

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
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 Value Index(^SP500V:SP)
This Mutual Fund (YTD)
+15.35%
Peer Avg (YTD)
+3.78%
vs Peers
+11.57%

BPLEX Mutual Fund Performance

BPLEX performance across multiple time periods: 1-month 4.49%, YTD 15.35%, 1-year 30.72%, 3-year 22.58%, 5-year 22.41%, 10-year 15.16%.

BPLEX returns outperform the peer average of 3.78% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

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