BTMFX Mutual Fund

BTMFX Mutual Fund

NAV$26.49
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Returns Overview

1 Month
+7.12%
3 Months
+5.17%
6 Months
+12.19%
YTD
+12.97%
1 Year
+14.86%
3 Years (annualized)
+14.45%
5 Years (annualized)
+6.77%
10 Years (annualized)
+10.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTMFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+12.97%
Peer Avg (YTD)
+10.76%
vs Peers
+2.21%

BTMFX Mutual Fund Performance

BTMFX performance across multiple time periods: 1-month 7.12%, YTD 12.97%, 1-year 14.86%, 3-year 14.45%, 5-year 6.77%, 10-year 10.98%.

BTMFX returns outperform the peer average of 10.76% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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