BPLSX Mutual Fund

BPLSX Mutual Fund

NAV$18.20
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Returns Overview

1 Month
+5.75%
3 Months
+10.92%
6 Months
+19.80%
YTD
+22.20%
1 Year
+37.32%
3 Years (annualized)
+24.04%
5 Years (annualized)
+19.33%
10 Years (annualized)
+10.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BPLSX 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
S&P 500 Value Index(^SP500V:SP)
This Mutual Fund (YTD)
+22.20%
Peer Avg (YTD)
+4.85%
vs Peers
+17.35%

BPLSX Mutual Fund Performance

BPLSX performance across multiple time periods: 1-month 5.75%, YTD 22.20%, 1-year 37.32%, 3-year 24.04%, 5-year 19.33%, 10-year 10.91%.

BPLSX returns outperform the peer average of 4.85% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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