BCTIX Mutual Fund

NAV$11.13

Returns Overview

1 Month
+0.63%
3 Months
+1.82%
6 Months
+1.72%
YTD
+1.72%
1 Year
+6.04%
3 Years (annualized)
+3.70%
5 Years (annualized)
+1.23%
10 Years (annualized)
+1.94%

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

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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
S&P Intermediate Term California AMT-Free Municipal Bond Index(^SPITCMBI)
This Mutual Fund (YTD)
+1.72%
Peer Avg (YTD)
+1.98%
vs Peers
-0.25%

BCTIX Mutual Fund Performance

BCTIX performance across multiple time periods: 1-month 0.63%, YTD 1.72%, 1-year 6.04%, 3-year 3.70%, 5-year 1.23%, 10-year 1.94%.

BCTIX returns trail the peer average of 1.98% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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