BLRAX Mutual Fund

NAV$13.01

Returns Overview

1 Month
+2.12%
3 Months
+6.20%
6 Months
+7.88%
YTD
+7.88%
1 Year
+14.17%
3 Years (annualized)
+9.74%
5 Years (annualized)
+1.01%
10 Years (annualized)
+3.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BLRAX 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
FTSE EPRA Nareit Developed Index(ENGL)
This Mutual Fund (YTD)
+7.88%
Peer Avg (YTD)
+8.90%
vs Peers
-1.03%

BLRAX Mutual Fund Performance

BLRAX performance across multiple time periods: 1-month 2.12%, YTD 7.88%, 1-year 14.17%, 3-year 9.74%, 5-year 1.01%, 10-year 3.26%.

BLRAX returns trail the peer average of 8.90% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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