BPTRX Mutual Fund

BPTRX Mutual Fund

NAV$285.86
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Returns Overview

1 Month
+16.04%
3 Months
+9.81%
6 Months
+10.11%
YTD
+9.83%
1 Year
+41.33%
3 Years (annualized)
+23.33%
5 Years (annualized)
+12.49%
10 Years (annualized)
+24.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BPTRX 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 Index(^RUA)
This Mutual Fund (YTD)
+9.83%
Peer Avg (YTD)
+8.51%
vs Peers
+1.32%

BPTRX Mutual Fund Performance

BPTRX performance across multiple time periods: 1-month 16.04%, YTD 9.83%, 1-year 41.33%, 3-year 23.33%, 5-year 12.49%, 10-year 24.42%.

BPTRX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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