BBTIX Mutual Fund

BBTIX Mutual Fund

NAV$15.13
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Returns Overview

1 Month
+1.93%
3 Months
+5.95%
6 Months
+7.89%
YTD
+12.81%
1 Year
+24.46%
3 Years (annualized)
+13.91%

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
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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

This Mutual Fund (YTD)
+12.81%
Peer Avg (YTD)
+9.42%
vs Peers
+3.39%

BBTIX Mutual Fund Performance

BBTIX performance across multiple time periods: 1-month 1.93%, YTD 12.81%, 1-year 24.46%, 3-year 13.91%.

BBTIX returns outperform the peer average of 9.42% 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.