BTSIX Mutual Fund

BTSIX Mutual Fund

NAV$9.42
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Returns Overview

1 Month
-2.10%
3 Months
-1.70%
6 Months
+0.49%
YTD
+0.10%
1 Year
+1.40%
3 Years (annualized)
+5.50%
5 Years (annualized)
+0.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTSIX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.10%
Peer Avg (YTD)
+0.50%
vs Peers
-0.40%

BTSIX Mutual Fund Performance

BTSIX performance across multiple time periods: 1-month -2.10%, YTD 0.10%, 1-year 1.40%, 3-year 5.50%, 5-year 0.96%.

BTSIX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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