BBTIX Mutual Fund

NAV$15.67

Returns Overview

1 Month
+0.47%
3 Months
+10.43%
6 Months
+10.68%
YTD
+9.47%
1 Year
+18.90%
3 Years (annualized)
+14.00%

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
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

This Mutual Fund (YTD)
+9.47%
Peer Avg (YTD)
+9.13%
vs Peers
+0.34%

BBTIX Mutual Fund Performance

BBTIX performance across multiple time periods: 1-month 0.47%, YTD 9.47%, 1-year 18.90%, 3-year 14.00%.

BBTIX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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