BTMKX Mutual Fund

BTMKX Mutual Fund

NAV$21.26
See how much of BTMKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.26%
3 Months
-0.09%
6 Months
+8.93%
YTD
+8.99%
1 Year
+14.94%
3 Years (annualized)
+18.49%
5 Years (annualized)
+9.56%
10 Years (annualized)
+9.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTMKX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.99%
Peer Avg (YTD)
+9.29%
vs Peers
-0.30%

BTMKX Mutual Fund Performance

BTMKX performance across multiple time periods: 1-month -3.26%, YTD 8.99%, 1-year 14.94%, 3-year 18.49%, 5-year 9.56%, 10-year 9.65%.

BTMKX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this mutual fund.

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