BPTUX Mutual Fund

BPTUX Mutual Fund

NAV$295.71
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Returns Overview

1 Month
-4.03%
3 Months
-4.35%
6 Months
+11.53%
YTD
+6.84%
1 Year
+25.72%
3 Years (annualized)
+23.64%
5 Years (annualized)
+12.77%
10 Years (annualized)
+23.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BPTUX 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)
+6.84%
Peer Avg (YTD)
+8.67%
vs Peers
-1.82%

BPTUX Mutual Fund Performance

BPTUX performance across multiple time periods: 1-month -4.03%, YTD 6.84%, 1-year 25.72%, 3-year 23.64%, 5-year 12.77%, 10-year 23.01%.

BPTUX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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