BTMIX Mutual Fund

BTMIX Mutual Fund

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Returns Overview

1 Month
+2.24%
3 Months
+0.66%
6 Months
+0.82%
YTD
+1.50%
1 Year
+2.29%
3 Years (annualized)
+4.45%
5 Years (annualized)
+2.01%
10 Years (annualized)
+2.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTMIX 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
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🏦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
Bloomberg Short 1-5 Year Municipal Bond Index
This Mutual Fund (YTD)
+1.50%
Peer Avg (YTD)
+0.07%
vs Peers
+1.44%

BTMIX Mutual Fund Performance

BTMIX performance across multiple time periods: 1-month 2.24%, YTD 1.50%, 1-year 2.29%, 3-year 4.45%, 5-year 2.01%, 10-year 2.10%.

BTMIX returns outperform the peer average of 0.07% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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