BKPIX Mutual Fund

BKPIX Mutual Fund

NAV$68.56
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Returns Overview

1 Month
-9.63%
3 Months
-11.15%
6 Months
+8.39%
YTD
+3.35%
1 Year
+7.17%
3 Years (annualized)
+28.45%
5 Years (annualized)
+5.43%
10 Years (annualized)
+10.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BKPIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Total Market Index(^SPTMCDUP:SP)
This Mutual Fund (YTD)
+3.35%
Peer Avg (YTD)
+5.40%
vs Peers
-2.05%

BKPIX Mutual Fund Performance

BKPIX performance across multiple time periods: 1-month -9.63%, YTD 3.35%, 1-year 7.17%, 3-year 28.45%, 5-year 5.43%, 10-year 10.30%.

BKPIX returns trail the peer average of 5.40% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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