BPTRX Mutual Fund

NAV$239.43

Returns Overview

1 Month
+10.24%
3 Months
+16.54%
6 Months
+10.25%
YTD
+11.57%
1 Year
+48.38%
3 Years (annualized)
+22.33%
5 Years (annualized)
+13.54%
10 Years (annualized)
+25.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BPTRX 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)
+11.57%
Peer Avg (YTD)
+8.97%
vs Peers
+2.60%

BPTRX Mutual Fund Performance

BPTRX performance across multiple time periods: 1-month 10.24%, YTD 11.57%, 1-year 48.38%, 3-year 22.33%, 5-year 13.54%, 10-year 25.20%.

BPTRX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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