BBTLX Mutual Fund

BBTLX Mutual Fund

NAV$18.32
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Returns Overview

1 Month
+1.61%
3 Months
+0.94%
6 Months
+7.78%
YTD
+8.55%
1 Year
+14.25%
3 Years (annualized)
+18.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BBTLX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+8.55%
Peer Avg (YTD)
+10.17%
vs Peers
-1.62%

BBTLX Mutual Fund Performance

BBTLX performance across multiple time periods: 1-month 1.61%, YTD 8.55%, 1-year 14.25%, 3-year 18.59%.

BBTLX returns trail the peer average of 10.17% YTD. With an expense ratio of 0.23%, investors should weigh costs against performance when evaluating this mutual fund.

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