BPIRX Mutual Fund

BPIRX Mutual Fund

NAV$15.01
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Returns Overview

1 Month
-3.17%
3 Months
-1.74%
6 Months
+5.24%
YTD
+3.82%
1 Year
+6.14%
3 Years (annualized)
+13.61%
5 Years (annualized)
+10.98%
10 Years (annualized)
+7.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BPIRX 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)
+3.82%
Peer Avg (YTD)
+5.40%
vs Peers
-1.58%

BPIRX Mutual Fund Performance

BPIRX performance across multiple time periods: 1-month -3.17%, YTD 3.82%, 1-year 6.14%, 3-year 13.61%, 5-year 10.98%, 10-year 7.20%.

BPIRX returns trail the peer average of 5.40% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

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