BTBFX Mutual Fund

NAV$63.82

Returns Overview

1 Month
-1.03%
3 Months
+5.32%
6 Months
+1.68%
YTD
+1.87%
1 Year
+7.20%
3 Years (annualized)
+6.57%
5 Years (annualized)
+4.43%
10 Years (annualized)
+8.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTBFX 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
Bloomberg US Treasury Bellwethers 3 Month Index(^BBGUSTRBEW3MI)
This Mutual Fund (YTD)
+1.87%
Peer Avg (YTD)
+6.73%
vs Peers
-4.85%

BTBFX Mutual Fund Performance

BTBFX performance across multiple time periods: 1-month -1.03%, YTD 1.87%, 1-year 7.20%, 3-year 6.57%, 5-year 4.43%, 10-year 8.19%.

BTBFX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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