BETFX Mutual Fund

BETFX Mutual Fund

NAV$12.28
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Returns Overview

1 Month
-0.91%
3 Months
+1.95%
6 Months
+4.97%
YTD
+6.55%
1 Year
+14.36%
3 Years (annualized)
+11.82%
5 Years (annualized)
+6.30%
10 Years (annualized)
+7.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BETFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.55%
Peer Avg (YTD)
+5.54%
vs Peers
+1.01%

BETFX Mutual Fund Performance

BETFX performance across multiple time periods: 1-month -0.91%, YTD 6.55%, 1-year 14.36%, 3-year 11.82%, 5-year 6.30%, 10-year 7.21%.

BETFX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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