BTSCX Mutual Fund

BTSCX Mutual Fund

NAV$9.51
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Returns Overview

1 Month
+1.18%
3 Months
-0.60%
6 Months
-0.43%
YTD
+0.51%
1 Year
+1.66%
3 Years (annualized)
+5.36%
5 Years (annualized)
-0.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTSCX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.51%
Peer Avg (YTD)
+2.28%
vs Peers
-1.77%

BTSCX Mutual Fund Performance

BTSCX performance across multiple time periods: 1-month 1.18%, YTD 0.51%, 1-year 1.66%, 3-year 5.36%, 5-year -0.04%.

BTSCX returns trail the peer average of 2.28% YTD. With an expense ratio of 2.77%, investors should weigh costs against performance when evaluating this mutual fund.

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