BPRRX Mutual Fund

BPRRX Mutual Fund

NAV$14.18
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Returns Overview

1 Month
-3.14%
3 Months
-1.77%
6 Months
+5.16%
YTD
+3.66%
1 Year
+5.87%
3 Years (annualized)
+13.30%
5 Years (annualized)
+13.16%
10 Years (annualized)
+8.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BPRRX 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 Index(SPX)
This Mutual Fund (YTD)
+3.66%
Peer Avg (YTD)
+5.41%
vs Peers
-1.75%

BPRRX Mutual Fund Performance

BPRRX performance across multiple time periods: 1-month -3.14%, YTD 3.66%, 1-year 5.87%, 3-year 13.30%, 5-year 13.16%, 10-year 8.12%.

BPRRX returns trail the peer average of 5.41% YTD. With an expense ratio of 2.09%, investors should weigh costs against performance when evaluating this mutual fund.

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