BLARX Mutual Fund

BLARX Mutual Fund

NAV$13.95
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Returns Overview

1 Month
-1.69%
3 Months
-2.33%
6 Months
+5.26%
YTD
+3.33%
1 Year
+5.53%
3 Years (annualized)
+12.65%
5 Years (annualized)
+3.90%
10 Years (annualized)
+6.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BLARX 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)
+3.33%
Peer Avg (YTD)
+4.96%
vs Peers
-1.63%

BLARX Mutual Fund Performance

BLARX performance across multiple time periods: 1-month -1.69%, YTD 3.33%, 1-year 5.53%, 3-year 12.65%, 5-year 3.90%, 10-year 6.90%.

BLARX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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