BFTIX Mutual Fund

BFTIX Mutual Fund

NAV$83.96
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Returns Overview

1 Month
+6.37%
3 Months
+4.51%
6 Months
+23.05%
YTD
+14.46%
1 Year
+21.91%
3 Years (annualized)
+27.46%
5 Years (annualized)
+6.24%
10 Years (annualized)
+16.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BFTIX 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
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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)
+14.46%
Peer Avg (YTD)
+14.35%
vs Peers
+0.11%

BFTIX Mutual Fund Performance

BFTIX performance across multiple time periods: 1-month 6.37%, YTD 14.46%, 1-year 21.91%, 3-year 27.46%, 5-year 6.24%, 10-year 16.21%.

BFTIX returns outperform the peer average of 14.35% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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