BETFX Mutual Fund

BETFX Mutual Fund

NAV$12.08
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Returns Overview

1 Month
+1.99%
3 Months
+0.57%
6 Months
+5.50%
YTD
+8.67%
1 Year
+14.26%
3 Years (annualized)
+13.28%
5 Years (annualized)
+6.50%
10 Years (annualized)
+8.61%

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)
+8.67%
Peer Avg (YTD)
+6.28%
vs Peers
+2.39%

BETFX Mutual Fund Performance

BETFX performance across multiple time periods: 1-month 1.99%, YTD 8.67%, 1-year 14.26%, 3-year 13.28%, 5-year 6.50%, 10-year 8.61%.

BETFX returns outperform the peer average of 6.28% 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.