BBTSX Mutual Fund

BBTSX Mutual Fund

NAV$14.76
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Returns Overview

1 Month
-4.83%
3 Months
-6.56%
6 Months
+8.44%
YTD
+8.52%
1 Year
+10.93%
3 Years (annualized)
+12.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BBTSX 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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+8.52%
Peer Avg (YTD)
+7.86%
vs Peers
+0.66%

BBTSX Mutual Fund Performance

BBTSX performance across multiple time periods: 1-month -4.83%, YTD 8.52%, 1-year 10.93%, 3-year 12.72%.

BBTSX returns outperform the peer average of 7.86% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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