BKPSX Mutual Fund

BKPSX Mutual Fund

NAV$61.51
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Returns Overview

1 Month
-9.70%
3 Months
-11.38%
6 Months
+7.84%
YTD
+2.58%
1 Year
+6.07%
3 Years (annualized)
+27.15%
5 Years (annualized)
+4.38%
10 Years (annualized)
+9.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BKPSX 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)
+2.58%
Peer Avg (YTD)
+5.41%
vs Peers
-2.83%

BKPSX Mutual Fund Performance

BKPSX performance across multiple time periods: 1-month -9.70%, YTD 2.58%, 1-year 6.07%, 3-year 27.15%, 5-year 4.38%, 10-year 9.23%.

BKPSX returns trail the peer average of 5.41% YTD. With an expense ratio of 2.69%, investors should weigh costs against performance when evaluating this mutual fund.

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