BFTUX Mutual Fund

NAV$75.19

Returns Overview

1 Month
+2.27%
3 Months
+24.65%
6 Months
+11.73%
YTD
+12.03%
1 Year
+22.19%
3 Years (annualized)
+27.65%
5 Years (annualized)
+7.86%
10 Years (annualized)
+17.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BFTUX 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)
+12.03%
Peer Avg (YTD)
+16.06%
vs Peers
-4.03%

BFTUX Mutual Fund Performance

BFTUX performance across multiple time periods: 1-month 2.27%, YTD 12.03%, 1-year 22.19%, 3-year 27.65%, 5-year 7.86%, 10-year 17.23%.

BFTUX 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.

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