BTR ETF

$28.30

Returns Overview

1 Month
+0.47%
3 Months
+6.85%
6 Months
+9.21%
YTD
+8.53%
1 Year
+17.24%
3 Years (annualized)
+4.69%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would BTR 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
S&P 500 Total Return Index(^SP500TR:SP)
This ETF (YTD)
+8.53%
Peer Avg (YTD)
+8.97%
vs Peers
-0.44%

BTR ETF Performance

BTR performance across multiple time periods: 1-month 0.47%, YTD 8.53%, 1-year 17.24%, 3-year 4.69%.

BTR returns trail the peer average of 8.97% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this ETF.

BTR performance comparison shows side-by-side returns with another fund. BTR alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.47%N/A
3 Months+6.85%N/A
6 Months+9.21%N/A
1 Year+17.24%N/A
3 Years+4.69%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized