BPTRX Mutual Fund

BPTRX Mutual Fund

NAV$271.76
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Returns Overview

1 Month
-14.15%
3 Months
-0.56%
6 Months
-1.91%
YTD
-4.22%
1 Year
+24.94%
3 Years (annualized)
+15.31%
5 Years (annualized)
+9.95%
10 Years (annualized)
+22.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BPTRX 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
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🏦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 3000 Index(^RUA)
This Mutual Fund (YTD)
-4.22%
Peer Avg (YTD)
+6.23%
vs Peers
-10.46%

BPTRX Mutual Fund Performance

BPTRX performance across multiple time periods: 1-month -14.15%, YTD -4.22%, 1-year 24.94%, 3-year 15.31%, 5-year 9.95%, 10-year 22.67%.

BPTRX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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