BBTIX Mutual Fund

BBTIX Mutual Fund

NAV$15.14
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Returns Overview

1 Month
+1.44%
3 Months
+3.88%
6 Months
+4.65%
YTD
+14.43%
1 Year
+22.37%
3 Years (annualized)
+15.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BBTIX 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

This Mutual Fund (YTD)
+14.43%
Peer Avg (YTD)
+10.17%
vs Peers
+4.26%

BBTIX Mutual Fund Performance

BBTIX performance across multiple time periods: 1-month 1.44%, YTD 14.43%, 1-year 22.37%, 3-year 15.90%.

BBTIX returns outperform the peer average of 10.17% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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