BTMSX Mutual Fund

NAV$10.01

Returns Overview

1 Month
+0.34%
3 Months
+1.06%
6 Months
+1.32%
YTD
+1.22%
1 Year
+3.72%
3 Years (annualized)
+3.80%
5 Years (annualized)
+1.70%
10 Years (annualized)
+1.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTMSX 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 Short 1-5 Year Municipal Bond Index
This Mutual Fund (YTD)
+1.22%
Peer Avg (YTD)
+1.79%
vs Peers
-0.56%

BTMSX Mutual Fund Performance

BTMSX performance across multiple time periods: 1-month 0.34%, YTD 1.22%, 1-year 3.72%, 3-year 3.80%, 5-year 1.70%, 10-year 1.85%.

BTMSX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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