BATIX Mutual Fund

NAV$9.85

Returns Overview

1 Month
+0.45%
3 Months
+2.39%
6 Months
+1.73%
YTD
+1.73%
1 Year
+5.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BATIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+1.73%
Peer Avg (YTD)
+0.99%
vs Peers
+0.74%

BATIX Mutual Fund Performance

BATIX performance across multiple time periods: 1-month 0.45%, YTD 1.73%, 1-year 5.41%.

BATIX returns outperform the peer average of 0.99% YTD. With an expense ratio of 0.01%, investors should weigh costs against performance when evaluating this mutual fund.

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