BLPCX Mutual Fund

NAV$21.14

Returns Overview

1 Month
+0.21%
3 Months
+8.85%
6 Months
+7.52%
YTD
+6.87%
1 Year
+15.09%
3 Years (annualized)
+13.47%
5 Years (annualized)
+6.93%
10 Years (annualized)
+8.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BLPCX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+6.87%
Peer Avg (YTD)
+5.87%
vs Peers
+1.01%

BLPCX Mutual Fund Performance

BLPCX performance across multiple time periods: 1-month 0.21%, YTD 6.87%, 1-year 15.09%, 3-year 13.47%, 5-year 6.93%, 10-year 8.44%.

BLPCX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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