BTRIX Mutual Fund

NAV$9.05

Returns Overview

1 Month
-2.16%
3 Months
-1.63%
6 Months
-2.79%
YTD
-2.58%
1 Year
+4.78%
3 Years (annualized)
+4.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTRIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.58%
Peer Avg (YTD)
+1.80%
vs Peers
-4.39%

BTRIX Mutual Fund Performance

BTRIX performance across multiple time periods: 1-month -2.16%, YTD -2.58%, 1-year 4.78%, 3-year 4.56%.

BTRIX returns trail the peer average of 1.80% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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