BTMGX Mutual Fund

BTMGX Mutual Fund

NAV$21.26
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Returns Overview

1 Month
-3.26%
3 Months
-0.05%
6 Months
+8.99%
YTD
+9.04%
1 Year
+15.02%
3 Years (annualized)
+16.26%
5 Years (annualized)
+9.50%
10 Years (annualized)
+9.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTMGX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+9.04%
Peer Avg (YTD)
+9.29%
vs Peers
-0.25%

BTMGX Mutual Fund Performance

BTMGX performance across multiple time periods: 1-month -3.26%, YTD 9.04%, 1-year 15.02%, 3-year 16.26%, 5-year 9.50%, 10-year 9.49%.

BTMGX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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