BPRRX Mutual Fund

NAV$14.45

Returns Overview

1 Month
+3.14%
3 Months
+7.06%
6 Months
+6.17%
YTD
+5.53%
1 Year
+13.96%
3 Years (annualized)
+13.46%
5 Years (annualized)
+13.11%
10 Years (annualized)
+8.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BPRRX 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 Index(SPX)
This Mutual Fund (YTD)
+5.53%
Peer Avg (YTD)
+3.47%
vs Peers
+2.06%

BPRRX Mutual Fund Performance

BPRRX performance across multiple time periods: 1-month 3.14%, YTD 5.53%, 1-year 13.96%, 3-year 13.46%, 5-year 13.11%, 10-year 8.31%.

BPRRX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.09%, investors should weigh costs against performance when evaluating this mutual fund.

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