BTMPX Mutual Fund

BTMPX Mutual Fund

NAV$20.93
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Returns Overview

1 Month
-3.31%
3 Months
-0.19%
6 Months
+8.80%
YTD
+8.75%
1 Year
+14.57%
3 Years (annualized)
+18.14%
5 Years (annualized)
+9.23%
10 Years (annualized)
+9.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTMPX 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)
+8.75%
Peer Avg (YTD)
+9.29%
vs Peers
-0.54%

BTMPX Mutual Fund Performance

BTMPX performance across multiple time periods: 1-month -3.31%, YTD 8.75%, 1-year 14.57%, 3-year 18.14%, 5-year 9.23%, 10-year 9.19%.

BTMPX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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