BTR ETF

$26.62

Returns Overview

1 Month
+3.72%
3 Months
+3.76%
6 Months
+8.43%
YTD
+3.06%
1 Year
-3.53%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would BTR 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
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📉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

+3.72%

3 Months Performance

+3.76%

6 Months Performance

+8.43%

1 Year Performance

-3.53%

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This ETF (YTD)
+3.06%
Peer Avg (YTD)
+0.87%
vs Peers
+2.20%

BTR ETF Performance

BTR performance across multiple time periods: 1-month 3.72%, YTD 3.06%, 1-year -3.53%.

BTR returns outperform the peer average of 0.87% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this ETF.

BTR performance comparison shows side-by-side returns with another fund. BTR alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+3.72%N/A
3 Months+3.76%N/A
6 Months+8.43%N/A
1 Year-3.53%N/A

All returns shown are total returns, not annualized