BPSIX Mutual Fund

BPSIX Mutual Fund

NAV$30.81
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Returns Overview

1 Month
-0.10%
3 Months
+7.34%
6 Months
+12.56%
YTD
+17.13%
1 Year
+24.49%
3 Years (annualized)
+14.65%
5 Years (annualized)
+8.84%
10 Years (annualized)
+9.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BPSIX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+17.13%
Peer Avg (YTD)
+15.31%
vs Peers
+1.82%

BPSIX Mutual Fund Performance

BPSIX performance across multiple time periods: 1-month -0.10%, YTD 17.13%, 1-year 24.49%, 3-year 14.65%, 5-year 8.84%, 10-year 9.80%.

BPSIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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