BATPX Mutual Fund

BATPX Mutual Fund

NAV$10.52
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Returns Overview

1 Month
+3.04%
3 Months
+5.63%
6 Months
+7.46%
YTD
+9.37%
1 Year
+10.85%
3 Years (annualized)
+6.75%
5 Years (annualized)
+9.08%
10 Years (annualized)
+4.09%

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)
+9.37%
Peer Avg (YTD)
+0.50%
vs Peers
+8.87%

BATPX Mutual Fund Performance

BATPX performance across multiple time periods: 1-month 3.04%, YTD 9.37%, 1-year 10.85%, 3-year 6.75%, 5-year 9.08%, 10-year 4.09%.

BATPX returns outperform the peer average of 0.50% 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.