BATPX Mutual Fund

BATPX Mutual Fund

NAV$10.39
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Returns Overview

1 Month
-1.71%
3 Months
+1.77%
6 Months
+4.77%
YTD
+7.49%
1 Year
+8.95%
3 Years (annualized)
+4.93%
5 Years (annualized)
+8.90%
10 Years (annualized)
+4.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BATPX 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 US Treasury 7-10 Year Bond Index
This Mutual Fund (YTD)
+7.49%
Peer Avg (YTD)
+1.93%
vs Peers
+5.57%

BATPX Mutual Fund Performance

BATPX performance across multiple time periods: 1-month -1.71%, YTD 7.49%, 1-year 8.95%, 3-year 4.93%, 5-year 8.90%, 10-year 4.04%.

BATPX returns outperform the peer average of 1.93% YTD. With an expense ratio of 0.14%, investors should weigh costs against performance when evaluating this mutual fund.

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