BCTIX Mutual Fund

BCTIX Mutual Fund

NAV$11.08
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Returns Overview

1 Month
-1.57%
3 Months
-0.59%
6 Months
-0.66%
YTD
+0.13%
1 Year
+4.48%
3 Years (annualized)
+3.07%
5 Years (annualized)
+0.76%
10 Years (annualized)
+1.78%

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)
+0.13%
Peer Avg (YTD)
+0.39%
vs Peers
-0.26%

BCTIX Mutual Fund Performance

BCTIX performance across multiple time periods: 1-month -1.57%, YTD 0.13%, 1-year 4.48%, 3-year 3.07%, 5-year 0.76%, 10-year 1.78%.

BCTIX returns trail the peer average of 0.39% 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.