BPRTX Mutual Fund

BPRTX Mutual Fund

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Returns Overview

6 Months
+1.27%
YTD
+13.91%
1 Year
+13.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BPRTX 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
Cboe S&P 500 BuyWrite Index(BXMD)

BPRTX Mutual Fund Performance

BPRTX performance across multiple time periods: YTD 13.91%, 1-year 13.91%.

BPRTX returns can be compared against peers and benchmarks. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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