BLPIX Mutual Fund

BLPIX Mutual Fund

NAV$92.66
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Returns Overview

1 Month
-0.50%
3 Months
+1.81%
6 Months
+16.78%
YTD
+10.99%
1 Year
+13.64%
3 Years (annualized)
+18.04%
5 Years (annualized)
+10.26%
10 Years (annualized)
+13.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BLPIX 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 500 Index(SPX)
This Mutual Fund (YTD)
+10.99%
Peer Avg (YTD)
+5.41%
vs Peers
+5.58%

BLPIX Mutual Fund Performance

BLPIX performance across multiple time periods: 1-month -0.50%, YTD 10.99%, 1-year 13.64%, 3-year 18.04%, 5-year 10.26%, 10-year 13.10%.

BLPIX returns outperform the peer average of 5.41% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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