BATEX Mutual Fund

BATEX Mutual Fund

NAV$9.95
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Returns Overview

1 Month
-1.96%
3 Months
+0.73%
6 Months
+1.48%
YTD
+2.22%
1 Year
+8.39%
3 Years (annualized)
+5.28%
5 Years (annualized)
+1.23%
10 Years (annualized)
+3.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BATEX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal High Yield Bond Index
This Mutual Fund (YTD)
+2.22%
Peer Avg (YTD)
+0.23%
vs Peers
+1.98%

BATEX Mutual Fund Performance

BATEX performance across multiple time periods: 1-month -1.96%, YTD 2.22%, 1-year 8.39%, 3-year 5.28%, 5-year 1.23%, 10-year 3.74%.

BATEX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.16%, investors should weigh costs against performance when evaluating this mutual fund.

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