BPRIX Mutual Fund

BPRIX Mutual Fund

NAV$9.57
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Returns Overview

1 Month
-0.85%
3 Months
-1.17%
6 Months
-1.37%
YTD
+0.37%
1 Year
+2.31%
3 Years (annualized)
+3.04%
5 Years (annualized)
+0.07%
10 Years (annualized)
+2.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BPRIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Treasury Inflation Protected Securities (TIPS) Index(^BBUTIPSTR)
This Mutual Fund (YTD)
+0.37%
Peer Avg (YTD)
+0.12%
vs Peers
+0.25%

BPRIX Mutual Fund Performance

BPRIX performance across multiple time periods: 1-month -0.85%, YTD 0.37%, 1-year 2.31%, 3-year 3.04%, 5-year 0.07%, 10-year 2.30%.

BPRIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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