BILPX Mutual Fund

BILPX Mutual Fund

NAV$10.57
See how much of BILPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.19%
3 Months
+0.38%
6 Months
+2.49%
YTD
+2.78%
1 Year
+4.64%
3 Years (annualized)
+5.89%
5 Years (annualized)
+4.06%
10 Years (annualized)
+5.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BILPX 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)
+2.78%
Peer Avg (YTD)
+5.41%
vs Peers
-2.63%

BILPX Mutual Fund Performance

BILPX performance across multiple time periods: 1-month -0.19%, YTD 2.78%, 1-year 4.64%, 3-year 5.89%, 5-year 4.06%, 10-year 5.37%.

BILPX returns trail the peer average of 5.41% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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