BATEX Mutual Fund

BATEX Mutual Fund

NAV$9.30
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Returns Overview

1 Month
-0.56%
3 Months
-0.61%
6 Months
-0.32%
YTD
+1.68%
1 Year
+6.69%
3 Years (annualized)
+5.72%
5 Years (annualized)
+1.22%
10 Years (annualized)
+2.30%

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
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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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.68%
Peer Avg (YTD)
+0.15%
vs Peers
+1.53%

BATEX Mutual Fund Performance

BATEX performance across multiple time periods: 1-month -0.56%, YTD 1.68%, 1-year 6.69%, 3-year 5.72%, 5-year 1.22%, 10-year 2.30%.

BATEX returns outperform the peer average of 0.15% 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.