BTBFX Mutual Fund

BTBFX Mutual Fund

NAV$63.95
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Returns Overview

1 Month
-2.03%
3 Months
+2.98%
6 Months
+8.45%
YTD
+4.91%
1 Year
+5.98%
3 Years (annualized)
+9.83%
5 Years (annualized)
+5.45%
10 Years (annualized)
+9.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTBFX 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 Treasury Bellwethers 3 Month Index(^BBGUSTRBEW3MI)
This Mutual Fund (YTD)
+4.91%
Peer Avg (YTD)
+6.10%
vs Peers
-1.19%

BTBFX Mutual Fund Performance

BTBFX performance across multiple time periods: 1-month -2.03%, YTD 4.91%, 1-year 5.98%, 3-year 9.83%, 5-year 5.45%, 10-year 9.05%.

BTBFX returns trail the peer average of 6.10% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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