BTMSX Mutual Fund

BTMSX Mutual Fund

NAV$9.86
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Returns Overview

1 Month
-2.03%
3 Months
-2.10%
6 Months
-1.06%
YTD
-0.90%
1 Year
-0.12%
3 Years (annualized)
+3.77%
5 Years (annualized)
+1.64%
10 Years (annualized)
+1.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTMSX 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
Bloomberg Short 1-5 Year Municipal Bond Index
This Mutual Fund (YTD)
-0.90%
Peer Avg (YTD)
-3.84%
vs Peers
+2.94%

BTMSX Mutual Fund Performance

BTMSX performance across multiple time periods: 1-month -2.03%, YTD -0.90%, 1-year -0.12%, 3-year 3.77%, 5-year 1.64%, 10-year 1.83%.

BTMSX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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