BTCFX Mutual Fund

BTCFX Mutual Fund

NAV$18.09
See how much of BTCFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+5.45%
3 Months
+41.12%
6 Months
+21.11%
YTD
-9.41%
1 Year
-29.77%
3 Years (annualized)
+34.24%
5 Years (annualized)
+4.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTCFX 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
Bloomberg Galaxy Bitcoin Index(BTC)
This Mutual Fund (YTD)
-9.41%
Peer Avg (YTD)
+7.57%
vs Peers
-16.98%

BTCFX Mutual Fund Performance

BTCFX performance across multiple time periods: 1-month 5.45%, YTD -9.41%, 1-year -29.77%, 3-year 34.24%, 5-year 4.03%.

BTCFX returns trail the peer average of 7.57% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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