BPLSX Mutual Fund

NAV$17.73

Returns Overview

1 Month
+4.50%
3 Months
+12.53%
6 Months
+14.92%
YTD
+15.56%
1 Year
+31.09%
3 Years (annualized)
+22.89%
5 Years (annualized)
+17.48%
10 Years (annualized)
+10.00%

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
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)
+15.56%
Peer Avg (YTD)
+3.78%
vs Peers
+11.78%

BPLSX Mutual Fund Performance

BPLSX performance across multiple time periods: 1-month 4.50%, YTD 15.56%, 1-year 31.09%, 3-year 22.89%, 5-year 17.48%, 10-year 10.00%.

BPLSX returns outperform the peer average of 3.78% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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