BQLCX Mutual Fund

BQLCX Mutual Fund

NAV$24.30
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Returns Overview

1 Month
+7.28%
3 Months
+2.27%
6 Months
+2.87%
YTD
+4.65%
1 Year
+10.74%
3 Years (annualized)
+11.29%
5 Years (annualized)
+9.16%
10 Years (annualized)
+11.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BQLCX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+4.65%
Peer Avg (YTD)
+9.41%
vs Peers
-4.76%

BQLCX Mutual Fund Performance

BQLCX performance across multiple time periods: 1-month 7.28%, YTD 4.65%, 1-year 10.74%, 3-year 11.29%, 5-year 9.16%, 10-year 11.03%.

BQLCX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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