BPRLX Mutual Fund

NAV$10.53
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Returns Overview

1 Month
+0.29%
3 Months
+6.80%
6 Months
+5.39%
YTD
+5.28%
1 Year
+11.32%
3 Years (annualized)
+15.41%
5 Years (annualized)
+10.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BPRLX 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
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📉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

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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
Cboe S&P 500 BuyWrite Index(BXMD)
This Mutual Fund (YTD)
+5.28%
Peer Avg (YTD)
+3.47%
vs Peers
+1.81%

BPRLX Mutual Fund Performance

BPRLX performance across multiple time periods: 1-month 0.29%, YTD 5.28%, 1-year 11.32%, 3-year 15.41%, 5-year 10.69%.

BPRLX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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