BPTUX Mutual Fund

NAV$251.35

Returns Overview

1 Month
+10.26%
3 Months
+16.61%
6 Months
+10.39%
YTD
+11.70%
1 Year
+48.74%
3 Years (annualized)
+22.90%
5 Years (annualized)
+16.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BPTUX 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)
+11.70%
Peer Avg (YTD)
+8.97%
vs Peers
+2.73%

BPTUX Mutual Fund Performance

BPTUX performance across multiple time periods: 1-month 10.26%, YTD 11.70%, 1-year 48.74%, 3-year 22.90%, 5-year 16.23%.

BPTUX returns outperform 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.

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