BTCLX Mutual Fund

BTCLX Mutual Fund

NAV$19.88
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Returns Overview

1 Month
+6.17%
3 Months
+38.87%
6 Months
+15.23%
YTD
-6.33%
1 Year
-26.02%
3 Years (annualized)
+33.01%
5 Years (annualized)
+8.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTCLX 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
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📉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
BetaPro Bitcoin Front Month Rolling Futures Index ER(HBITCNER)
This Mutual Fund (YTD)
-6.33%
Peer Avg (YTD)
+5.40%
vs Peers
-11.73%

BTCLX Mutual Fund Performance

BTCLX performance across multiple time periods: 1-month 6.17%, YTD -6.33%, 1-year -26.02%, 3-year 33.01%, 5-year 8.09%.

BTCLX returns trail the peer average of 5.40% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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