BBTLX Mutual Fund

BBTLX Mutual Fund

NAV$18.44
See how much of BBTLX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.48%
3 Months
+0.78%
6 Months
+11.93%
YTD
+6.95%
1 Year
+9.57%
3 Years (annualized)
+18.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BBTLX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+6.95%
Peer Avg (YTD)
+9.29%
vs Peers
-2.34%

BBTLX Mutual Fund Performance

BBTLX performance across multiple time periods: 1-month -1.48%, YTD 6.95%, 1-year 9.57%, 3-year 18.59%.

BBTLX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.23%, investors should weigh costs against performance when evaluating this mutual fund.

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