BBTGX Mutual Fund

NAV$44.33

Returns Overview

1 Month
+2.98%
3 Months
+13.20%
6 Months
+17.99%
YTD
+16.48%
1 Year
+31.14%
3 Years (annualized)
+23.68%
5 Years (annualized)
+14.80%
10 Years (annualized)
+12.74%

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
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 1000 Value Index
This Mutual Fund (YTD)
+16.48%
Peer Avg (YTD)
+9.49%
vs Peers
+7.00%

BBTGX Mutual Fund Performance

BBTGX performance across multiple time periods: 1-month 2.98%, YTD 16.48%, 1-year 31.14%, 3-year 23.68%, 5-year 14.80%, 10-year 12.74%.

BBTGX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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