BKIPX Mutual Fund

BKIPX Mutual Fund

NAV$9.49
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Returns Overview

1 Month
-0.84%
3 Months
-0.59%
6 Months
+0.03%
YTD
+1.01%
1 Year
+1.33%
3 Years (annualized)
+4.99%
5 Years (annualized)
+2.85%
10 Years (annualized)
+2.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BKIPX 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
Bloomberg Barclays 0-5 Year US Treasury Inflation-Protected Securities (TIPS) Index(^BBUTIPS5Y)
This Mutual Fund (YTD)
+1.01%
Peer Avg (YTD)
+0.50%
vs Peers
+0.51%

BKIPX Mutual Fund Performance

BKIPX performance across multiple time periods: 1-month -0.84%, YTD 1.01%, 1-year 1.33%, 3-year 4.99%, 5-year 2.85%, 10-year 2.82%.

BKIPX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.06%, investors should weigh costs against performance when evaluating this mutual fund.

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