BPSCX Mutual Fund

BPSCX Mutual Fund

NAV$27.28
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Returns Overview

1 Month
-5.00%
3 Months
-5.34%
6 Months
+10.93%
YTD
+10.89%
1 Year
+10.40%
3 Years (annualized)
+14.83%
5 Years (annualized)
+8.03%
10 Years (annualized)
+9.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BPSCX 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
Russell 3000 Total Return Index(^RUATR)
This Mutual Fund (YTD)
+10.89%
Peer Avg (YTD)
+10.34%
vs Peers
+0.54%

BPSCX Mutual Fund Performance

BPSCX performance across multiple time periods: 1-month -5.00%, YTD 10.89%, 1-year 10.40%, 3-year 14.83%, 5-year 8.03%, 10-year 9.15%.

BPSCX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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