BBTGX Mutual Fund

BBTGX Mutual Fund

NAV$44.01
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Returns Overview

1 Month
+3.21%
3 Months
+9.86%
6 Months
+15.99%
YTD
+25.88%
1 Year
+36.49%
3 Years (annualized)
+25.76%
5 Years (annualized)
+15.66%
10 Years (annualized)
+13.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BBTGX 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
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🏦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 1000 Value Index
This Mutual Fund (YTD)
+25.88%
Peer Avg (YTD)
+12.44%
vs Peers
+13.44%

BBTGX Mutual Fund Performance

BBTGX performance across multiple time periods: 1-month 3.21%, YTD 25.88%, 1-year 36.49%, 3-year 25.76%, 5-year 15.66%, 10-year 13.11%.

BBTGX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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