BQLCX Mutual Fund

NAV$23.84

Returns Overview

1 Month
-5.30%
3 Months
+0.53%
6 Months
-2.41%
YTD
-2.45%
1 Year
+4.04%
3 Years (annualized)
+6.33%
5 Years (annualized)
+5.98%
10 Years (annualized)
+9.29%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-2.45%
Peer Avg (YTD)
+9.51%
vs Peers
-11.96%

BQLCX Mutual Fund Performance

BQLCX performance across multiple time periods: 1-month -5.30%, YTD -2.45%, 1-year 4.04%, 3-year 6.33%, 5-year 5.98%, 10-year 9.29%.

BQLCX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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