BCTIX Mutual Fund

BCTIX Mutual Fund

NAV$11.05
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Returns Overview

1 Month
+3.20%
3 Months
-0.52%
6 Months
-1.11%
YTD
-0.39%
1 Year
-0.12%
3 Years (annualized)
+3.81%
5 Years (annualized)
+0.53%
10 Years (annualized)
+1.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCTIX 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
S&P Intermediate Term California AMT-Free Municipal Bond Index(^SPITCMBI)
This Mutual Fund (YTD)
-0.39%
Peer Avg (YTD)
-0.12%
vs Peers
-0.28%

BCTIX Mutual Fund Performance

BCTIX performance across multiple time periods: 1-month 3.20%, YTD -0.39%, 1-year -0.12%, 3-year 3.81%, 5-year 0.53%, 10-year 1.53%.

BCTIX returns trail the peer average of -0.12% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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