BBTSX Mutual Fund

BBTSX Mutual Fund

NAV$14.74
See how much of BBTSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.79%
3 Months
+4.03%
6 Months
+9.19%
YTD
+14.27%
1 Year
+19.14%
3 Years (annualized)
+11.19%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+14.27%
Peer Avg (YTD)
+8.67%
vs Peers
+5.60%

BBTSX Mutual Fund Performance

BBTSX performance across multiple time periods: 1-month -2.79%, YTD 14.27%, 1-year 19.14%, 3-year 11.19%.

BBTSX returns outperform the peer average of 8.67% 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.