BBTIX Mutual Fund

BBTIX Mutual Fund

NAV$15.08
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Returns Overview

1 Month
-3.15%
3 Months
+0.13%
6 Months
+10.58%
YTD
+9.61%
1 Year
+15.41%
3 Years (annualized)
+15.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BBTIX 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

This Mutual Fund (YTD)
+9.61%
Peer Avg (YTD)
+9.29%
vs Peers
+0.32%

BBTIX Mutual Fund Performance

BBTIX performance across multiple time periods: 1-month -3.15%, YTD 9.61%, 1-year 15.41%, 3-year 15.90%.

BBTIX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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