BFTIX Mutual Fund

NAV$75.13

Returns Overview

1 Month
+2.27%
3 Months
+24.64%
6 Months
+11.72%
YTD
+12.01%
1 Year
+22.04%
3 Years (annualized)
+27.30%
5 Years (annualized)
+7.70%
10 Years (annualized)
+17.46%

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
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)
+12.01%
Peer Avg (YTD)
+16.06%
vs Peers
-4.06%

BFTIX Mutual Fund Performance

BFTIX performance across multiple time periods: 1-month 2.27%, YTD 12.01%, 1-year 22.04%, 3-year 27.30%, 5-year 7.70%, 10-year 17.46%.

BFTIX returns trail the peer average of 16.06% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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