BTMIX Mutual Fund

BTMIX Mutual Fund

NAV$9.88
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Returns Overview

1 Month
-2.01%
3 Months
-2.03%
6 Months
-0.93%
YTD
-0.72%
1 Year
+0.13%
3 Years (annualized)
+4.06%
5 Years (annualized)
+1.87%
10 Years (annualized)
+2.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTMIX 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 Short 1-5 Year Municipal Bond Index
This Mutual Fund (YTD)
-0.72%
Peer Avg (YTD)
-3.84%
vs Peers
+3.12%

BTMIX Mutual Fund Performance

BTMIX performance across multiple time periods: 1-month -2.01%, YTD -0.72%, 1-year 0.13%, 3-year 4.06%, 5-year 1.87%, 10-year 2.06%.

BTMIX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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