BLAQX Mutual Fund

BLAQX Mutual Fund

NAV$14.35
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Returns Overview

1 Month
-1.71%
3 Months
-2.41%
6 Months
+5.24%
YTD
+3.27%
1 Year
+5.37%
3 Years (annualized)
+12.55%
5 Years (annualized)
+3.79%
10 Years (annualized)
+6.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BLAQX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+3.27%
Peer Avg (YTD)
+4.96%
vs Peers
-1.69%

BLAQX Mutual Fund Performance

BLAQX performance across multiple time periods: 1-month -1.71%, YTD 3.27%, 1-year 5.37%, 3-year 12.55%, 5-year 3.79%, 10-year 6.78%.

BLAQX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.55%, investors should weigh costs against performance when evaluating this mutual fund.

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