BFTHX Mutual Fund

BFTHX Mutual Fund

NAV$74.46
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Returns Overview

1 Month
-3.95%
3 Months
+6.85%
6 Months
+8.60%
YTD
+7.46%
1 Year
+13.13%
3 Years (annualized)
+22.69%
5 Years (annualized)
+5.53%
10 Years (annualized)
+15.32%

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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦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)
+7.46%
Peer Avg (YTD)
+11.56%
vs Peers
-4.10%

BFTHX Mutual Fund Performance

BFTHX performance across multiple time periods: 1-month -3.95%, YTD 7.46%, 1-year 13.13%, 3-year 22.69%, 5-year 5.53%, 10-year 15.32%.

BFTHX returns trail the peer average of 11.56% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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