BATPX Mutual Fund

NAV$10.13

Returns Overview

1 Month
+0.30%
3 Months
+1.74%
6 Months
+3.86%
YTD
+3.54%
1 Year
+5.54%
3 Years (annualized)
+6.83%
5 Years (annualized)
+8.17%
10 Years (annualized)
+3.91%

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
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 US Treasury 7-10 Year Bond Index
This Mutual Fund (YTD)
+3.54%
Peer Avg (YTD)
+3.23%
vs Peers
+0.31%

BATPX Mutual Fund Performance

BATPX performance across multiple time periods: 1-month 0.30%, YTD 3.54%, 1-year 5.54%, 3-year 6.83%, 5-year 8.17%, 10-year 3.91%.

BATPX returns outperform the peer average of 3.23% YTD. With an expense ratio of 0.02%, investors should weigh costs against performance when evaluating this mutual fund.

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