BBTLX Mutual Fund

NAV$18.56

Returns Overview

1 Month
-1.33%
3 Months
+11.06%
6 Months
+6.62%
YTD
+6.12%
1 Year
+16.37%
3 Years (annualized)
+18.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BBTLX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+6.12%
Peer Avg (YTD)
+9.13%
vs Peers
-3.02%

BBTLX Mutual Fund Performance

BBTLX performance across multiple time periods: 1-month -1.33%, YTD 6.12%, 1-year 16.37%, 3-year 18.49%.

BBTLX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.23%, investors should weigh costs against performance when evaluating this mutual fund.

BBTLX performance comparison shows side-by-side returns with another fund. BBTLX alternatives are available in the Mutual Fund Screener.