BTPIX Mutual Fund

BTPIX Mutual Fund

NAV$11.10
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Returns Overview

1 Month
-1.69%
3 Months
-2.12%
6 Months
+3.17%
YTD
+2.03%
1 Year
+3.63%
3 Years (annualized)
+1.78%
5 Years (annualized)
-0.02%
10 Years (annualized)
+2.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTPIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.03%
Peer Avg (YTD)
+5.41%
vs Peers
-3.39%

BTPIX Mutual Fund Performance

BTPIX performance across multiple time periods: 1-month -1.69%, YTD 2.03%, 1-year 3.63%, 3-year 1.78%, 5-year -0.02%, 10-year 2.56%.

BTPIX returns trail the peer average of 5.41% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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