BATEX Mutual Fund

NAV$10.02

Returns Overview

1 Month
+1.90%
3 Months
+4.31%
6 Months
+4.36%
YTD
+4.26%
1 Year
+8.49%
3 Years (annualized)
+6.14%
5 Years (annualized)
+1.90%
10 Years (annualized)
+2.55%

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
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
Bloomberg Municipal High Yield Bond Index
This Mutual Fund (YTD)
+4.26%
Peer Avg (YTD)
+1.79%
vs Peers
+2.47%

BATEX Mutual Fund Performance

BATEX performance across multiple time periods: 1-month 1.90%, YTD 4.26%, 1-year 8.49%, 3-year 6.14%, 5-year 1.90%, 10-year 2.55%.

BATEX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.06%, investors should weigh costs against performance when evaluating this mutual fund.

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