BPTIX ETF

$247.02

Returns Overview

1 Month
-3.48%
3 Months
+17.04%
6 Months
+25.10%
YTD
-2.33%
1 Year
+15.70%
3 Years
+23.81%
5 Years
+9.76%
10 Years
+25.26%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would BPTIX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This ETF (YTD)
-2.33%
Peer Avg (YTD)
+0.87%
vs Peers
-3.20%

BPTIX ETF Performance

BPTIX performance across multiple time periods: 1-month -3.48%, YTD -2.33%, 1-year 15.70%, 3-year 23.81%, 5-year 9.76%, 10-year 25.26%.

BPTIX returns trail the peer average of 0.87% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-3.48%N/A
3 Months+17.04%N/A
6 Months+25.10%N/A
1 Year+15.70%N/A
3 Years+23.81%N/A
5 Years+9.76%N/A

All returns shown are total returns, not annualized