BLPSX Mutual Fund

NAV$68.74

Returns Overview

1 Month
-1.20%
3 Months
+14.43%
6 Months
+8.68%
YTD
+8.46%
1 Year
+18.93%
3 Years (annualized)
+16.99%
5 Years (annualized)
+12.77%
10 Years (annualized)
+14.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BLPSX 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 500 Index(SPX)
This Mutual Fund (YTD)
+8.46%
Peer Avg (YTD)
+3.47%
vs Peers
+4.99%

BLPSX Mutual Fund Performance

BLPSX performance across multiple time periods: 1-month -1.20%, YTD 8.46%, 1-year 18.93%, 3-year 16.99%, 5-year 12.77%, 10-year 14.54%.

BLPSX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.49%, investors should weigh costs against performance when evaluating this mutual fund.

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