BATEX Mutual Fund

BATEX Mutual Fund

NAV$9.42
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Returns Overview

1 Month
-4.72%
3 Months
-7.07%
6 Months
-3.07%
YTD
-3.12%
1 Year
-1.71%
3 Years (annualized)
+5.72%
5 Years (annualized)
+1.22%
10 Years (annualized)
+2.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BATEX 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
PROUpgrade to run
📉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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-3.12%
Peer Avg (YTD)
-3.82%
vs Peers
+0.71%

BATEX Mutual Fund Performance

BATEX performance across multiple time periods: 1-month -4.72%, YTD -3.12%, 1-year -1.71%, 3-year 5.72%, 5-year 1.22%, 10-year 2.30%.

BATEX returns outperform the peer average of -3.82% YTD. With an expense ratio of 0.16%, investors should weigh costs against performance when evaluating this mutual fund.

BATEX vs another fund shows side-by-side returns. BATEX alternatives are available in the Mutual Fund Screener.