BSPAX Mutual Fund

BSPAX Mutual Fund

NAV$857.16
See how much of BSPAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.90%
3 Months
+1.38%
6 Months
+5.85%
YTD
+11.72%
1 Year
+13.09%
3 Years (annualized)
+24.39%
5 Years (annualized)
+13.19%
10 Years (annualized)
+16.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BSPAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.72%
Peer Avg (YTD)
+9.28%
vs Peers
+2.45%

BSPAX Mutual Fund Performance

BSPAX performance across multiple time periods: 1-month -0.90%, YTD 11.72%, 1-year 13.09%, 3-year 24.39%, 5-year 13.19%, 10-year 16.80%.

BSPAX returns outperform the peer average of 9.28% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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