BPSIX Mutual Fund

BPSIX Mutual Fund

NAV$29.52
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Returns Overview

1 Month
-5.01%
3 Months
-5.26%
6 Months
+11.08%
YTD
+11.08%
1 Year
+10.67%
3 Years (annualized)
+15.42%
5 Years (annualized)
+8.47%
10 Years (annualized)
+8.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BPSIX 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)
+11.08%
Peer Avg (YTD)
+10.34%
vs Peers
+0.73%

BPSIX Mutual Fund Performance

BPSIX performance across multiple time periods: 1-month -5.01%, YTD 11.08%, 1-year 10.67%, 3-year 15.42%, 5-year 8.47%, 10-year 8.80%.

BPSIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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