BFTUX Mutual Fund

BFTUX Mutual Fund

NAV$81.94
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Returns Overview

1 Month
+4.26%
3 Months
+6.54%
6 Months
+32.80%
YTD
+19.36%
1 Year
+22.99%
3 Years (annualized)
+27.51%
5 Years (annualized)
+6.26%
10 Years (annualized)
+16.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BFTUX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+19.36%
Peer Avg (YTD)
+16.41%
vs Peers
+2.95%

BFTUX Mutual Fund Performance

BFTUX performance across multiple time periods: 1-month 4.26%, YTD 19.36%, 1-year 22.99%, 3-year 27.51%, 5-year 6.26%, 10-year 16.21%.

BFTUX returns outperform the peer average of 16.41% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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