BALPX Mutual Fund

BALPX Mutual Fund

NAV$10.00
See how much of BALPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.30%
3 Months
+0.30%
6 Months
+2.32%
YTD
+2.63%
1 Year
+4.32%
3 Years (annualized)
+5.69%
5 Years (annualized)
+3.83%
10 Years (annualized)
+6.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BALPX 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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+2.63%
Peer Avg (YTD)
+5.41%
vs Peers
-2.78%

BALPX Mutual Fund Performance

BALPX performance across multiple time periods: 1-month -0.30%, YTD 2.63%, 1-year 4.32%, 3-year 5.69%, 5-year 3.83%, 10-year 6.44%.

BALPX returns trail the peer average of 5.41% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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