BLPCX Mutual Fund

BLPCX Mutual Fund

NAV$20.87
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Returns Overview

1 Month
-2.56%
3 Months
-1.96%
6 Months
+6.72%
YTD
+4.78%
1 Year
+8.16%
3 Years (annualized)
+13.67%
5 Years (annualized)
+6.56%
10 Years (annualized)
+8.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BLPCX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+4.78%
Peer Avg (YTD)
+4.96%
vs Peers
-0.18%

BLPCX Mutual Fund Performance

BLPCX performance across multiple time periods: 1-month -2.56%, YTD 4.78%, 1-year 8.16%, 3-year 13.67%, 5-year 6.56%, 10-year 8.28%.

BLPCX returns trail the peer average of 4.96% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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