BPLSX Mutual Fund

BPLSX Mutual Fund

NAV$18.29
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Returns Overview

1 Month
+3.06%
3 Months
+13.88%
6 Months
+19.10%
YTD
+25.93%
1 Year
+35.38%
3 Years (annualized)
+25.21%
5 Years (annualized)
+19.51%
10 Years (annualized)
+10.19%

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)
+25.93%
Peer Avg (YTD)
+6.23%
vs Peers
+19.71%

BPLSX Mutual Fund Performance

BPLSX performance across multiple time periods: 1-month 3.06%, YTD 25.93%, 1-year 35.38%, 3-year 25.21%, 5-year 19.51%, 10-year 10.19%.

BPLSX returns outperform the peer average of 6.23% 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.