BATIX Mutual Fund

BATIX Mutual Fund

NAV$9.59
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Returns Overview

1 Month
-1.69%
3 Months
-1.69%
6 Months
+0.66%
YTD
+0.01%
1 Year
+1.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BATIX 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 US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+0.01%
Peer Avg (YTD)
+0.24%
vs Peers
-0.23%

BATIX Mutual Fund Performance

BATIX performance across multiple time periods: 1-month -1.69%, YTD 0.01%, 1-year 1.43%.

BATIX returns trail the peer average of 0.24% YTD. With an expense ratio of 0.01%, investors should weigh costs against performance when evaluating this mutual fund.

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