BQLCX Mutual Fund

BQLCX Mutual Fund

NAV$24.15
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Returns Overview

1 Month
-4.28%
3 Months
+7.21%
6 Months
+7.78%
YTD
+4.58%
1 Year
+6.76%
3 Years (annualized)
+13.12%
5 Years (annualized)
+9.69%
10 Years (annualized)
+11.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BQLCX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+4.58%
Peer Avg (YTD)
+9.98%
vs Peers
-5.40%

BQLCX Mutual Fund Performance

BQLCX performance across multiple time periods: 1-month -4.28%, YTD 4.58%, 1-year 6.76%, 3-year 13.12%, 5-year 9.69%, 10-year 11.64%.

BQLCX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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