BPLSX ETF

$14.96

Returns Overview

1 Month
+3.66%
3 Months
+8.02%
6 Months
+13.67%
YTD
+5.74%
1 Year
+28.93%
3 Years
+19.30%
5 Years
+18.26%
10 Years
+9.66%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would BPLSX 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)
+5.74%
Peer Avg (YTD)
+3.46%
vs Peers
+2.28%

BPLSX ETF Performance

BPLSX performance across multiple time periods: 1-month 3.66%, YTD 5.74%, 1-year 28.93%, 3-year 19.30%, 5-year 18.26%, 10-year 9.66%.

BPLSX returns outperform the peer average of 3.46% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+3.66%N/A
3 Months+8.02%N/A
6 Months+13.67%N/A
1 Year+28.93%N/A
3 Years+19.30%N/A
5 Years+18.26%N/A

All returns shown are total returns, not annualized