BTEIX Mutual Fund

BTEIX Mutual Fund

NAV$8.98
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Returns Overview

1 Month
-3.24%
3 Months
-4.75%
6 Months
-2.69%
YTD
-2.84%
1 Year
-1.06%
3 Years (annualized)
+4.18%
5 Years (annualized)
+1.19%
10 Years (annualized)
+2.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTEIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 1-10 Year Blended Municipal Bond Index
This Mutual Fund (YTD)
-2.84%
Peer Avg (YTD)
-3.84%
vs Peers
+1.00%

BTEIX Mutual Fund Performance

BTEIX performance across multiple time periods: 1-month -3.24%, YTD -2.84%, 1-year -1.06%, 3-year 4.18%, 5-year 1.19%, 10-year 2.35%.

BTEIX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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