BLPEX Mutual Fund

BLPEX Mutual Fund

NAV$21.05
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Returns Overview

1 Month
-2.53%
3 Months
-1.75%
6 Months
+7.17%
YTD
+5.51%
1 Year
+9.12%
3 Years (annualized)
+14.74%
5 Years (annualized)
+7.58%
10 Years (annualized)
+9.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BLPEX 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)
+5.51%
Peer Avg (YTD)
+4.96%
vs Peers
+0.54%

BLPEX Mutual Fund Performance

BLPEX performance across multiple time periods: 1-month -2.53%, YTD 5.51%, 1-year 9.12%, 3-year 14.74%, 5-year 7.58%, 10-year 9.31%.

BLPEX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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