BTSRX Mutual Fund

BTSRX Mutual Fund

NAV$9.45
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Returns Overview

1 Month
-2.12%
3 Months
-1.82%
6 Months
+0.33%
YTD
-0.17%
1 Year
+0.89%
3 Years (annualized)
+5.00%
5 Years (annualized)
+0.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTSRX 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)
-0.17%
Peer Avg (YTD)
+0.50%
vs Peers
-0.67%

BTSRX Mutual Fund Performance

BTSRX performance across multiple time periods: 1-month -2.12%, YTD -0.17%, 1-year 0.89%, 3-year 5.00%, 5-year 0.47%.

BTSRX returns trail the peer average of 0.50% YTD. With an expense ratio of 2.27%, investors should weigh costs against performance when evaluating this mutual fund.

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