BPLSX Mutual Fund

BPLSX Mutual Fund

NAV$18.62
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Returns Overview

1 Month
-1.15%
3 Months
+7.72%
6 Months
+21.21%
YTD
+24.48%
1 Year
+30.94%
3 Years (annualized)
+25.21%
5 Years (annualized)
+19.51%
10 Years (annualized)
+10.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BPLSX 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 Value Index(^SP500V:SP)
This Mutual Fund (YTD)
+24.48%
Peer Avg (YTD)
+5.11%
vs Peers
+19.37%

BPLSX Mutual Fund Performance

BPLSX performance across multiple time periods: 1-month -1.15%, YTD 24.48%, 1-year 30.94%, 3-year 25.21%, 5-year 19.51%, 10-year 10.19%.

BPLSX returns outperform the peer average of 5.11% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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