BFTHX Mutual Fund

NAV$74.02

Returns Overview

1 Month
+2.25%
3 Months
+24.56%
6 Months
+11.59%
YTD
+11.88%
1 Year
+21.87%
3 Years (annualized)
+27.02%
5 Years (annualized)
+6.84%
10 Years (annualized)
+16.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BFTHX 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 500 Index(SPX)
This Mutual Fund (YTD)
+11.88%
Peer Avg (YTD)
+16.06%
vs Peers
-4.18%

BFTHX Mutual Fund Performance

BFTHX performance across multiple time periods: 1-month 2.25%, YTD 11.88%, 1-year 21.87%, 3-year 27.02%, 5-year 6.84%, 10-year 16.48%.

BFTHX returns trail the peer average of 16.06% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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