BKPSX Mutual Fund

NAV$74.28

Returns Overview

1 Month
+11.59%
3 Months
+21.69%
6 Months
+17.01%
YTD
+15.75%
1 Year
+31.13%
3 Years (annualized)
+32.73%
5 Years (annualized)
+5.23%
10 Years (annualized)
+11.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BKPSX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Total Market Index(^SPTMCDUP:SP)
This Mutual Fund (YTD)
+15.75%
Peer Avg (YTD)
+3.47%
vs Peers
+12.28%

BKPSX Mutual Fund Performance

BKPSX performance across multiple time periods: 1-month 11.59%, YTD 15.75%, 1-year 31.13%, 3-year 32.73%, 5-year 5.23%, 10-year 11.13%.

BKPSX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.69%, investors should weigh costs against performance when evaluating this mutual fund.

BKPSX performance comparison shows side-by-side returns with another fund. BKPSX alternatives are available in the Mutual Fund Screener.