BPLEX ETF

$10.84

Returns Overview

1 Month
+3.65%
3 Months
+7.94%
6 Months
+13.41%
YTD
+5.62%
1 Year
+28.58%
3 Years
+18.99%
5 Years
+23.20%
10 Years
+14.79%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would BPLEX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Value Index(^SP500V:SP)
This ETF (YTD)
+5.62%
Peer Avg (YTD)
+3.46%
vs Peers
+2.16%

BPLEX ETF Performance

BPLEX performance across multiple time periods: 1-month 3.65%, YTD 5.62%, 1-year 28.58%, 3-year 18.99%, 5-year 23.20%, 10-year 14.79%.

BPLEX returns outperform the peer average of 3.46% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this ETF.

BPLEX performance comparison shows side-by-side returns with another fund. BPLEX alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+3.65%N/A
3 Months+7.94%N/A
6 Months+13.41%N/A
1 Year+28.58%N/A
3 Years+18.99%N/A
5 Years+23.20%N/A

All returns shown are total returns, not annualized