BPRCX Mutual Fund

NAV$8.77

Returns Overview

1 Month
-0.62%
3 Months
-0.35%
6 Months
-0.36%
YTD
-0.25%
1 Year
+1.13%
3 Years (annualized)
+2.38%
5 Years (annualized)
-0.24%
10 Years (annualized)
+1.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BPRCX 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
Bloomberg Barclays US Treasury Inflation Protected Securities (TIPS) Index(^BBUTIPSTR)
This Mutual Fund (YTD)
-0.25%
Peer Avg (YTD)
+3.23%
vs Peers
-3.48%

BPRCX Mutual Fund Performance

BPRCX performance across multiple time periods: 1-month -0.62%, YTD -0.25%, 1-year 1.13%, 3-year 2.38%, 5-year -0.24%, 10-year 1.50%.

BPRCX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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