BPLEX Mutual Fund

BPLEX Mutual Fund

NAV$13.47
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Returns Overview

1 Month
-1.14%
3 Months
+7.69%
6 Months
+21.10%
YTD
+24.21%
1 Year
+30.61%
3 Years (annualized)
+24.89%
5 Years (annualized)
+19.21%
10 Years (annualized)
+9.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BPLEX 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
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📉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 Value Index(^SP500V:SP)
This Mutual Fund (YTD)
+24.21%
Peer Avg (YTD)
+5.11%
vs Peers
+19.10%

BPLEX Mutual Fund Performance

BPLEX performance across multiple time periods: 1-month -1.14%, YTD 24.21%, 1-year 30.61%, 3-year 24.89%, 5-year 19.21%, 10-year 9.83%.

BPLEX returns outperform the peer average of 5.11% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

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