BTCVX Mutual Fund

BTCVX Mutual Fund

NAV$19.26
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Returns Overview

1 Month
+6.20%
3 Months
+39.01%
6 Months
+15.38%
YTD
-6.11%
1 Year
-25.81%
3 Years (annualized)
+33.08%
5 Years (annualized)
+7.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTCVX 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
BetaPro Bitcoin Front Month Rolling Futures Index ER(HBITCNER)
This Mutual Fund (YTD)
-6.11%
Peer Avg (YTD)
+5.40%
vs Peers
-11.51%

BTCVX Mutual Fund Performance

BTCVX performance across multiple time periods: 1-month 6.20%, YTD -6.11%, 1-year -25.81%, 3-year 33.08%, 5-year 7.99%.

BTCVX returns trail the peer average of 5.40% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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