BKPIX Mutual Fund

BKPIX Mutual Fund

NAV$73.97
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Returns Overview

1 Month
+5.56%
3 Months
-8.68%
6 Months
+2.63%
YTD
+10.30%
1 Year
+22.23%
3 Years (annualized)
+32.92%
5 Years (annualized)
+1.87%
10 Years (annualized)
+9.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BKPIX 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 Total Market Index(^SPTMCDUP:SP)
This Mutual Fund (YTD)
+10.30%
Peer Avg (YTD)
+3.05%
vs Peers
+7.25%

BKPIX Mutual Fund Performance

BKPIX performance across multiple time periods: 1-month 5.56%, YTD 10.30%, 1-year 22.23%, 3-year 32.92%, 5-year 1.87%, 10-year 9.74%.

BKPIX returns outperform the peer average of 3.05% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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