BFTIX Mutual Fund

BFTIX Mutual Fund

NAV$75.46
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Returns Overview

1 Month
-3.93%
3 Months
+6.92%
6 Months
+8.74%
YTD
+7.60%
1 Year
+13.31%
3 Years (annualized)
+22.93%
5 Years (annualized)
+6.37%
10 Years (annualized)
+16.28%

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)
+7.60%
Peer Avg (YTD)
+11.56%
vs Peers
-3.95%

BFTIX Mutual Fund Performance

BFTIX performance across multiple time periods: 1-month -3.93%, YTD 7.60%, 1-year 13.31%, 3-year 22.93%, 5-year 6.37%, 10-year 16.28%.

BFTIX returns trail the peer average of 11.56% 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.