BBTSX Mutual Fund

NAV$15.35

Returns Overview

1 Month
+4.76%
3 Months
+16.05%
6 Months
+17.56%
YTD
+16.14%
1 Year
+24.63%
3 Years (annualized)
+13.44%

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
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

Benchmark
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+16.14%
Peer Avg (YTD)
+9.16%
vs Peers
+6.98%

BBTSX Mutual Fund Performance

BBTSX performance across multiple time periods: 1-month 4.76%, YTD 16.14%, 1-year 24.63%, 3-year 13.44%.

BBTSX returns outperform the peer average of 9.16% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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