BPTIX Mutual Fund

BPTIX Mutual Fund

NAV$285.39
See how much of BPTIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-14.14%
3 Months
-0.49%
6 Months
-1.79%
YTD
-5.21%
1 Year
+25.25%
3 Years (annualized)
+15.62%
5 Years (annualized)
+10.24%
10 Years (annualized)
+23.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BPTIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
-5.21%
Peer Avg (YTD)
+6.23%
vs Peers
-11.44%

BPTIX Mutual Fund Performance

BPTIX performance across multiple time periods: 1-month -14.14%, YTD -5.21%, 1-year 25.25%, 3-year 15.62%, 5-year 10.24%, 10-year 23.01%.

BPTIX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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