Returns Overview

1 Month
-0.88%
3 Months
+15.19%
6 Months
+9.96%
YTD
+9.69%
1 Year
+20.84%
3 Years (annualized)
+20.87%
5 Years (annualized)
+13.25%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would BKLC 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Solactive GBS United States 500 Index TR
This ETF (YTD)
+9.69%
Peer Avg (YTD)
+16.06%
vs Peers
-6.37%

BKLC ETF Performance

BKLC performance across multiple time periods: 1-month -0.88%, YTD 9.69%, 1-year 20.84%, 3-year 20.87%, 5-year 13.25%.

BKLC returns trail the peer average of 16.06% YTD. investors should weigh costs against performance when evaluating this ETF.

BKLC performance comparison shows side-by-side returns with another fund. BKLC alternatives are available in the ETF Screener.

Performance & Returns

Loading chart...

Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.88%N/A
3 Months+15.19%N/A
6 Months+9.96%N/A
1 Year+20.84%N/A
3 Years+20.87%N/A
5 Years+13.25%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized