BETFX Mutual Fund

NAV$12.14

Returns Overview

1 Month
-0.49%
3 Months
+9.07%
6 Months
+8.00%
YTD
+7.52%
1 Year
+16.38%
3 Years (annualized)
+13.08%
5 Years (annualized)
+6.60%
10 Years (annualized)
+8.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BETFX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.52%
Peer Avg (YTD)
+5.87%
vs Peers
+1.66%

BETFX Mutual Fund Performance

BETFX performance across multiple time periods: 1-month -0.49%, YTD 7.52%, 1-year 16.38%, 3-year 13.08%, 5-year 6.60%, 10-year 8.79%.

BETFX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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