BPTIX Mutual Fund

NAV$252.42

Returns Overview

1 Month
-9.11%
3 Months
-0.67%
6 Months
-3.50%
YTD
-3.63%
1 Year
+45.92%
3 Years (annualized)
+21.86%
5 Years (annualized)
+12.63%
10 Years (annualized)
+24.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BPTIX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
-3.63%
Peer Avg (YTD)
+8.97%
vs Peers
-12.60%

BPTIX Mutual Fund Performance

BPTIX performance across multiple time periods: 1-month -9.11%, YTD -3.63%, 1-year 45.92%, 3-year 21.86%, 5-year 12.63%, 10-year 24.86%.

BPTIX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

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