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Nasdaq - Delayed Quote USD

Blue Chip Investor Fund (BCIFX)

203.47
+1.12
+(0.55%)
At close: 8:00:07 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.58%
5y Average Return 13.10%
Number of Years Up 16
Number of Years Down 7
Best 1Y Total Return (Apr 29, 2025) 29.25%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 29.25%
Worst 3Y Total Return 0.77%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BCIFX
Category
YTD
1.06%
4.44%
1-Month
-2.90%
-4.04%
3-Month
1.06%
4.09%
1-Year
5.93%
14.37%
3-Year
6.22%
6.04%
5-Year
16.94%
9.20%
10-Year
7.82%
8.57%
Last Bull Market
16.58%
22.97%
Last Bear Market
-17.26%
-11.27%

Annual Total Return (%) History

Year
BCIFX
Category
2025
--
--
2024
18.08%
--
2023
18.88%
11.63%
2022
-16.64%
-5.90%
2021
29.25%
26.22%
2020
-0.26%
2.91%
2019
20.91%
25.04%
2018
-15.15%
-8.53%

2017
18.50%
15.94%
2016
18.63%
14.81%
2015
-5.01%
-4.05%
2014
12.64%
10.21%
2013
28.78%
31.21%
2012
17.36%
14.57%
2011
-1.04%
-0.75%
2010
13.49%
13.66%
2009
20.63%
24.13%
2008
-34.62%
-37.09%
2007
0.78%
1.42%
2006
16.76%
18.15%
2005
2.81%
5.95%
2004
7.98%
12.97%
2003
25.01%
28.44%
2002
-16.10%
-18.69%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.06% -- -- --
2024 12.66% -1.63% 4.61% 1.85%
2023 2.09% 10.42% 0.90% 4.51%
2022 -1.31% -17.26% -8.23% 11.24%
2021 16.64% 6.59% -2.19% 6.29%
2020 -30.29% 13.92% 12.15% 11.98%
2019 7.70% 3.66% 2.37% 5.79%
2018 -2.55% -0.48% 3.55% -15.50%
2017 1.36% 3.55% 4.50% 8.04%
2016 4.20% 3.61% 2.81% 6.87%

2015 -1.66% -2.21% -3.58% 2.45%
2014 2.45% 2.06% 2.00% 5.61%
2013 12.10% 6.08% 2.30% 5.86%
2012 9.48% 0.25% 6.74% 0.17%
2011 2.76% -1.08% -12.32% 11.04%
2010 9.91% -10.38% 9.39% 5.32%
2009 -16.38% 18.77% 15.84% 4.85%
2008 -9.59% -7.23% 3.26% -24.50%
2007 0.70% 3.44% -0.65% -2.62%
2006 2.22% -0.40% 5.70% 8.50%
2005 -4.46% 3.08% -0.44% 4.84%
2004 4.67% -1.45% -3.15% 8.10%
2003 -5.57% 13.64% 5.75% 10.16%
2002 6.72% -9.33% -19.40% 7.57%

Rank in Category (By Total Return)

YTD 61
1-Month 48
3-Month 61
1-Year 62
3-Year 68
5-Year 46

Load Adjusted Returns

1-Year 5.93%
3-Year 6.22%
5-Year 16.94%
10-Year 7.82%

Performance & Risk

YTD Return -1.58%
5y Average Return 13.10%
Rank in Category (ytd) 61
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Blue Chip Investor Fund
Net Assets 41.42M
YTD Return 1.06%
Yield 0.00%
Morningstar Rating
Inception Date Dec 31, 2001

Fund Summary

The fund invests primarily in the common stocks of industry-dominant companies whose earnings have demonstrated superior growth. It invests in medium to large capitalization companies. The average market capitalization of holdings is usually larger than $5 billion. The fund is non-diversified.

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